When adding a donation into GiftWorks Cloud you have the option of adding that donation to a specific Receipt list. Placing donations in a Receipt list will make it easier in the long run to distinguish which donations you would like to process receipts for. For example, if you wanted to process donations Monthly/Early, you would add those donations to monthly receipt list, or a yearly receipt list. Then when it came time to process receipts, you would make the selection of which list you want to process (Monthly or Yearly).
In the scenario where a Receipt Mailing list exists in GiftWorks Cloud but you prefer it not be displayed within the 'Add to Receipt List' drop down, you have the option to 'hide' that list without being required to delete it completely.
Hiding Receipt Lists:
Within the application you can accomplish this by clicking directly on the “eyeball icon” shown below. When you click on an open eyeball icon here you will see it change to that of an eyeball with a slash across it to denote “invisible status” (not available in the drop down when adding or editing donations to Cloud).
Deleting Receipt Lists:
Should you wish to Delete a custom receipt list (not available for default list) you can select the delete icon as shown below.
Once you've chosen to delete said Receipt List you will be presented with a pop-up from Giftworks asking you to confirm Yes/No, which you must click on in order to proceed with the deletion. After you delete a custom receipt group any associated Gift records unreceipted payments will need to be added to another receipt list in order to be receipted going forward.
If you have any questions, please contact our Customer Care Team by email at firstname.lastname@example.org or call us at 800-687-8505 opt 2 opt 4.