Donation Receipts
Executive Summary
Donation Receipts is a read-only list of the donation receipts that have been created. Finance and fundraising staff use it to look up the receipts issued to donors, check the receipt and eligible amounts, and see how and when each receipt was distributed.
Key Features
- List every donation receipt with its receipt date, issue date, donor and amounts
- See how each receipt is distributed to the donor and when it was distributed
- See which receipt-creation run produced each receipt (Create ID)
- Filter the list by donor account ID, donor name, or both
- Page through the results 13 rows at a time
Typical Workflow
- Open Donation Receipts. All receipts are listed.
- To find a particular donor's receipts, type an account number in Filter Account ID and/or part of a name in Filter Name.
- Click Apply Filter to refresh the list.
- Click Clear Filter to go back to the full list.
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page |
Main Grid
The grid lists the receipts on file, 13 rows per page. The first five visible columns stay in place when you scroll sideways.
| Column | Description |
|---|---|
| Receipt ID | Receipt number, assigned sequentially within the year. |
| Receipt Date | Date the receipt covers. |
| Issue Date | Date the receipt was issued. |
| Account ID | Donor account number. |
| Last Name | Donor last name. |
| First Name | Donor first name. |
| Donation Amount | Total donated on the receipt. |
| Eligible Amount | Portion of the donation eligible for the receipt. |
| Distribution Method | How the receipt is delivered to the donor. |
| Distribution Dt | Date the receipt was distributed. |
| Create ID | Number of the receipt-creation run that produced the receipt. |
Main Grid Filters
| Filter | Purpose |
|---|---|
| Filter Account ID | Shows only receipts for the donor account with this number. |
| Filter Name | Shows only receipts whose donor name matches the text entered. |
Click Apply Filter to refresh the list. Use Clear Filter to reset filters.
Actions
| Button | Description |
|---|---|
| Apply Filter | Reloads the grid using the Account ID and Name filters. |
| Clear Filter | Empties both filters and reloads the full list. |