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Removing donation(s) from Donation Receipt queue

Removing a Donation from the Donation Receipts queue

In order to remove a donation from the Donation Receipt queue, please follow the steps below. 

  1. Navigate to the Donor's profile that gave the gift to your organization.
  2. Click on the Donation tab of their profile.
  3. Choose the Donation Details tab
  4. Click View Gift next to the gift you would like to remove from the Receipt list
  5. Then click Edit Gift at the bottom of the screen
  6. Scroll down to the Acknowledgement/Receipt Information section and remove the check from the box next to Issue Receipt for this donation
  7. Then click Save

 The donation will no longer be in the Donation Receipt list.

 

 Removing a SmartList of Donations from the Donation Receipts queue

In order to remove a SmartList of donations from the Donation Receipt queue, please follow the steps below.

  1. Create a Donation SmartList containing only the Donations you would like to remove from the receipts queue
  2. While viewing the newly created SmartList, click Run SmartUpdate for list from the left side of the screen.
  3. Click the link at the top of the screen “back up your GiftWorks database now” and complete the backup
  4. Choose the “Change receipts settings for received donations” SmartUpdate after the backup is complete and click Next at the bottom of the screen
  5. Choose “Do Not Issue Receipt” for the Issue Receipt option (there is not a need to change the receipt group unless you want to accomplish this through the SmartUpdate as well)
  6. Click Change Receipt Settings and click Yes if you understand the question on the screen and want to continue
  7. When the SmartUpdate is complete, click Finish.

The donations will no longer be in the Donations Receipt queue.

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