Print or Download Receipts for Existing Payments
There are several ways to access receipts for existing payments in Vega, depending on how the receipt was originally generated.
You can:
- Download a previously sent receipt from the contact record.
- Locate and download previously generated PDFs from the PDF Viewer.
- Generate a new copy of a receipt from the payment record.
Note: Each option behaves differently. Downloading an existing receipt retrieves the original document, while generating a new receipt uses the contact's current information and selected receipt template.
Option 1: Download a Previously Sent Receipt
If a receipt has previously been generated, you may be able to download the original copy from the contact.
Navigation
Contacts → Open Contact → Mailings & Email Receipts
Receipts that include the Tax Receipt document tag display a download option in this tab.
Receipt Actions Available
When viewing receipts in the Mailings & Email Receipts tab, up to three receipt action icons may be displayed.
The icons will only be available when the relevant option applies, depending on how the receipt was originally generated or sent.
| Icon | Description | |
|---|---|---|
| Download PDF Copy | Downloads a copy of the receipt PDF. |
| Download Attachment PDF Copy | Downloads the PDF copy of the receipt that was originally sent as an email attachment. | |
| Attach PDF to an Email | Opens the Send Email window on the contact record with the receipt PDF automatically attached, allowing you to resend the receipt. |
Note: Not all icons will be available for every receipt. The available actions depend on how the receipt was originally created and delivered.
Option 2: Download a Receipt from the PDF Viewer
Previously generated receipt documents can also be located in the PDF Viewer.
Navigation
Admin → PDF Viewer
Search for the required document and download it.
Individual receipt PDFs follow the naming format:
Tip: This method downloads the original document exactly as it was sent, even if the supporter's details have since changed.
Option 3: Generate a New Receipt
If you need to produce a new receipt using the supporter's current information, you can generate one directly from the payment.
Navigation
Contacts → Open Contact → Payments & Recurring
- Select the payment from Payments and Recurring
- Choose the required Receipt Type.
- Select Send By:
- PDF to download or print.
- Email to send the receipt.
- Click Download Receipt or Send Email.
Note: When generating a new receipt from a payment that has already been receipted, you can select a different receipt template if required. The original Receipt Number will remain unchanged. Vega will create a new receipt document using the selected template, but it will retain the existing receipt number linked to the payment.
Choosing the Right Option
| If you want to... | Use |
|---|---|
| Download the exact receipt originally sent | Mailings & Email Receipts or PDF Viewer |
| Create a new receipt using current details (with the option to use a different template) | Payments & Recurring |
“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”
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