Administrator issued tax receipts

Administrators can push out a tax receipt from the Relationships Tab if it had not been originally generated at the point of donation due to incomplete setup.

Step 1 Search the donor in the Relationships Tab

Search by any of the fields available and click the donor’s name

Step 2 Click on the ‘paper’ icon under Donations

Step 3 Confirm all configuration settings are enabled

Select Push Out Tax Receipt

The receipt will generate shortly presuming all configuration settings are enabled.

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