How to issue a payment receipt:

This process is designed to issue payment receipts for transactions that do not qualify for a charitable tax receipt.

  1. Update this query (NAT Payment receipts) to include the revenue id (This query can also be accessed from the assign letter process)
  2. Go to Marketing and Communication>Acknowledgements>Letters

 

  1. From the Letters tab> Go to Assign letter process
  2. Click on chevron for Nat-Payment tax receipt or NAT-Payment receipt-Membership (for membership payment receipts)  and Start process 

(This process will assign the letter codes to the qualifying revenue)

 

  1. When the Assign Letters processes completes > go to Acknowledgement tab
  2. Click on chevron for Nat-Payment tax receipt or NAT-Payment receipt-Membership and “Start process” 
  4. Click on merge letter to merge the letter > download the letter 

Upon completion, a letter code, process date and acknowledge date gets added to the revenue record.