In Receipts, any gifts that meet the parameters will be receipted and assigned a receipt number.

  • Gifts from constituents marked to receive Consolidated receipts will all be assigned the same receipt number (they will be consolidated to one receipt) ONLY if the gift has the receipt type of Not Receipted. If your constituent is mark as Consolidated and you would like all of their gifts to have the same receipt number it may be helpful to either exclude them from the list of gift's becoming receipted by a query or mark the gifts as Do Not Receipt. This will prevent them from getting an individual receipt number. Then when you would like to send them a receipt you can do a Global Change to mark the gifts as Not Receipted and pull them into the Receipt mailing. All the gifts will then have the same receipt number.
  • Gifts from constituents marked to receive One receipt per gift will each be assigned a different receipt number.

For example, marking a constituent to receive consolidated receipts does not exempt them from receiving receipts in a mail merge based on this field. If you wish to run receipts for this constituent once out of the year, for example, that constituent must be excluded from receipt merges until the time at which you would like to receipt them for the entire year.To prevent gifts from constituents marked to receive Consolidated receipts from being receipted, exclude constituents from pulling into Receipts.