Note: This functionality creates a single tax receipt for a single recurring donation.

Note: In order for a receipt to be created for a single recurring donation, 

1. The field Receipt Status on the recurring donation must be one of the following:
   1. “Eligible”
   2. “Voided”
2. The field Receipt Status on the related opportunities must be one of the following:
   1. “Eligible for Consolidated”
   2. “Voided”

Note:  When Receipt Status = “Eligible”, a receipt can be issued from the opportunity. See Create a Receipt for a Single Opportunity.

Note: For a more detailed description of each Receipt Status value, see Receipt Status Definition.

To create a receipt for a single recurring donation, go the recurring donation for which you want to create a receipt.

Receipt Status is “Eligible”

If Receipt Status is “Eligible”, click the button “New Receipt”.

Note: By default, only opportunities related to the current recurring donation with the following criteria are considered

1. Receipt Status = “Eligible for Consolidated”
2. Close Year = current year -1
   1. For example, if today is currently in 2023, opportunities with a close date in 2022 are considered

If there are additional opportunities associated to the current recurring donation, you will be prompted to select the desired year. 

Click the desired year and click “Next”.

If a receipt was successfully created, the following message appears:

The receipt can be accessed directly from the Receipt Installment related list.

Receipt Status is “Receipted”

If Receipt Status is “Receipted”, click the button “New Receipt”.

Depending on the situation, two situations are possible:

1. If a receipt was issued for a previous year and no new receipts can be created, only one option is displayed.
   1. Replace Receipt
2. If a receipt was issued for a previous year and a new receipt can be created for the current or another previous year, two options are displayed.
   1. Create Receipt
   2. Replace Receipt

Replace Receipt

Selecting this option will void the existing receipt and create a replacement receipt.

Create Receipt

Selecting this option will create a new receipt for the selected year.