To consolidate receipts for a specific gift type:


    • Ensure that the Receipt type is set to Consolidated Receipts on the constituent's Bio 2 tab.

    • In the receipt parameters on the Gift Types tab, select the appropriate gift type


      To receipt the other gift types:


      1. Ensure that the Receipt type is set to One receipt per gift on the constituent's Bio 2 tab.


        Note: If the other gift types are receipted on a regular basis and only one gift is given during that time frame, you can leave this set to Consolidated receipts. For example, you receipt on a weekly basis and no one will give more than one gift a week, then you can leave this set to Consolidated Receipts.


      2. In the receipt parameters on the Gift Types tab, select all other gift types, excluding the one that receives consolidated receipts




        For example, you want to run consolidated receipts for recurring gifts, but one receipt per gift for all other gift types.


        To consolidate receipts for recurring gifts:


        1. Ensure that the Receipt type is set to Consolidated Receipts on the constituent's Bio 2 tab.

        2. In the receipt parameters on the Gift Types tab, select the recurring gift Gift Types.


          To receipt the other gift types:


          1. Ensure that the Receipt type is set to One receipt per gift on the constituent's Bio 2 tab.
          2. In the receipt parameters on the Gift Types tab, select all other gift types, excluding the recurring gifts Gift Types.