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Email Recipts: Issuing Single Receipts Manually

    Causeview allows you to issue a single receipt manually for an individual transaction. This can be extremely useful if, after the donation is made, the constituent contacts you and asks for a receipt to be issued immediately, rather than on your schedule.

    First, navigate to the constituents Individual record. Under the related lists, find the transactions list and select the transaction the constituent is requesting a receipt for.

    Scroll down until you find the receipt related list and select: New Receipt.

    Issue the Receipt.

    Email Recipts: Issuing Single Receipts Manually
    Receipts & Acknowledgements
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