Receipts for existing payments can be printed or downloaded from the Contact.
Some receipts will be available to download directly from the Mailings & Email Receipts tab:
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Receipts that were originally sent in bulk from a batch or were sent on the individual contact as email, will generate a PDF download file.
Receipts that have been sent individually on the contact or historic documents will generate a browser link to the PDF, this can be easily downloaded from here.
This is a recent development so not all historic payments will have this option available.
Currently, documents sent from a widget are not available but this will be developed further.
You are also able to download these documents from Admin > PDF Viewer.
Documents can be searched and downloaded again. Individual contact PDFs will have the naming structure of [Account Name][Document Date][Document ID]
The two options above provide a way for the actual receipt document previously sent to be generated again, regardless of any changes that have been made to the contact.
Another option for creating a receipt copy is directly in the payment form.
This will create a new document and use the current contact information.
1. Go to the Payments & Recurring tab on your contact
2. Click on the donation listed on the 'Payments received from contact' section.
3. Receipt Type: Select the document you would like to send.
4. Send By: PDF to print or Email
5. Click Download Receipt or Send Email
2. Click on the donation listed on the 'Payments received from contact' section.
3. Receipt Type: Select the document you would like to send.
4. Send By: PDF to print or Email
5. Click Download Receipt or Send Email
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