Note: This functionality creates single tax receipts for single opportunities in batch. This is when the donor wants to receive one tax receipt for each donation. 

Note: See Receipt Occurrence Definition for how the donor specifies they want a single tax receipt.

Note: In order for receipts to be created for single opportunities in batch, the field Receipt Status on the opportunity must be one of the following:

• “Eligible for Consolidated”
• “Receipted”
• “Voided”

To create receipt for single opportunities in batch, go to the tab “Batch Receipts”.

Select “Create receipts for single opportunities” and click “Next”.

Select the filter criteria to find opportunities that are eligible for a receipt. Options:

• By Payment Date
• By Batch Name
• By Receipting Account (PRO edition only)

By Payment Date

This finds all opportunities using the last payment date. If Further options are:

• By a fixed date range
  • Select from a list of predetermined choices
• By a custom date range
  • You can enter a start and end date

Note: If a payment date isn’t provided for an opportunity, the opportunity’s [Close Date] is used.

By Batch Name

This finds all opportunities using the selected NPSP Data Import batch name.

By Receipting Account (PRO edition only)

This find all opportunities associated to a receipting account.

Regardless of the filter criteria chosen, the next screen shows the single opportunities eligible for a receipt. Select the desired opportunities and click “Next”.

Note: If there are more than 100 eligible opportunities, this page is not displayed. Instead, the number of eligible opportunities is displayed and you can create receipts for all of them or none of them.

Allow the process to complete. 

To view the progress and completion of the action, click the link “Batch Receipt Logs”. 

Click on the most recent Batch Receipt Log.

Click on the receipts to view them.