Adding Donations to a Receipt List

When adding a donation into Donor management, 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 or yearly, 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).  

How to Add Payment to the Receipt List

You add a Payment to the Receipt List during the creation of the Payment

Or You can add an existing Payment by selecting the payment under Gifts. Select Edit payment then select Receipt List under Receipt Information. Then click Save Changes on the Upper Left of the page.