Create a Single Receipt for an Opportunity

Notes:

• In order for a single receipt to be created for an opportunity, 
  • The donor's preference for Receipt Delivery must be "Single". 
  • The opportunity's Receipt Status must be one of the following:
    • "Eligible"
    • "Receipted"
    • "Voided"
• If the opportunity's Receipt Status is "Eligible for Consolidated", a receipt can be created from 
  • The donor's record
  • The tab Batch Receipts
  • The related Recurring Donation record
• For a more detailed description of Receipt Status, see Receipt Status Definition.

To create a single receipt for a single opportunity 

1. Go to the opportunity for which you want to create a receipt.

2. Click the button "New Receipt".

3. If the opportunity's Receipt Delivery is "Eligible" or "Voided"

    a. A confirmation message is displayed.

    b. Click "Create Receipt" to confirm the action.

4. If the opportunity's Receipt Delivery is "Receipted"

    a. A confirmation  message is displayed to void the existing receipt and replace with a new receipt

    b. Click "Void and Re-Issue Receipt" to confirm the action. 

5. A success message is displayed.

6. The receipt can be accessed from the Receipt Installment related list.