The field [Receipt Status] is located on opportunities and recurring donations. Below are their definitions.
Opportunity
On an opportunity, the field [Receipt Status] determines the status of the receipt.
Status | Definition |
Ineligible - Advantage | The advantage calculation deemed the receipt ineligible, most likely because the value of the advantage is too high. |
Ineligible - Account is a foundation | The field [Account Type] on the account is "Foundation", and foundations are not eligible for receipts. |
Ineligible - Do not receipt | The field [Do Not Receipt] on the opportunity was set to True. |
Ineligible - Donor address missing | If the donor is part of a household, the contact's street, city, province or postal code is missing. If the donor is an organization, the account's street, city, province or postal code is missing. |
Ineligible - Opportunity is a grant | The field [Record Type] on the opportunity type is "Grant", and grants are not eligible for receipts. |
Ineligible - Opportunity not Closed Won | The field [Stage] on the opportunity is not "Closed Won". |
Ineligible - Payment missing | There isn't a payment related to the opportunity that covers the entire opportunity amount. |
Ineligible - Receipt amount is below minimum | The receipted amount is below the threshold set in the tab "Receipt Settings". |
Ineligible - Receipt amount is $0 | The receipted amount is $0. |
Eligible | A single receipt can be created for the opportunity. |
Eligible but suspended | A single receipt can be created for the opportunity, but the field [Suspend Receipt Creation] is True. |
Eligible for consolidated | If the opportunity is associated with a recurring donaiton, a consolidated receipt can be created for the related recurring donation. If the opportunity is not associated with a recurring donaiton, a consolidated receipt can be created for the opportunity. |
Eligible for consolidated | A consolidated receipt can be created, but the field [Suspend Receipt Creation] is True on the recurring donation or opportunity. |
Receipted | A receipt has already been created for the opportunity. |
Voided | A receipt has already been created and voided for the opportunity. |
Recurring Donation
On a recurring donation, the field [Receipt Status] determines the status of the receipt.
Status | Definition |
Ineligible - Do not receipt | The field [Do Not Receipt] on the recurring donation was set to True. |
Ineligible - Donor address missing | If the donor is part of a household, the donor's street, city, province or postal code is missing. If the donor is an organization, the account's street, city, province or postal code is missing. |
Eligible | A receipt can be created for the recurring donation, and no previous receipts have been created. |
Receipted | A receipt has already been created for the recurring donation. The receipt may be for the previous year or years. Additional receipts can still be created for subsequent years. |