Receipt Status

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Receipt Status

2 min read

The field Receipt Status is located on recurring donations, opportunities, and payments.

Recurring Donation

On a recurring donation, Receipt Status determines the status of the receipt.

StatusDefinition
Ineligible – Do not receiptDo Not Receipt on the recurring donation was set to True.
Ineligible – Donor address missingIf the donor is part of a household, the donor’s street, city, province or postal code is missing.

If the donor is an organization, the account‘s street, city, province or postal code is missing.
Eligible
A receipt can be created for the recurring donation, and no previous receipts have been created.
Receipted
A receipt has already been created for the recurring donation. The receipt may be for the previous year or years.

Additional receipts can still be created for subsequent years.

Opportunity

On an opportunity, the field Receipt Status determines the status of the receipt.

StatusDefinition
Ineligible – AdvantageThe advantage calculation deemed the receipt ineligible, most likely because the value of the advantage is too high.
Ineligible – Account is a foundationAccount Type on the accou\nt is “Foundation” which are not eligible for receipts.
Ineligible – Do not receiptDo Not Receipt on the opportunity was set to True.
Ineligible – Donor address missingIf the donor is part of a household, the contact’s street, city, province or postal code is missing.

If the donor is an organization, the account‘s street, city, province or postal code is missing.
Ineligible – Donation is a grantRecord Type on the opportunity type is “Grant”, and grants are not eligible for receipts.
Ineligible – Stage is not Closed WonStage on the opportunity is not “Closed Won”.
Ineligible – Payment missingThere isn’t a payment related to the opportunity that covers the entire opportunity amount.
Ineligible – Receipt amount is below minimumThe receipted amount is below the threshold set in the tab “Receipt Settings”.
Ineligible – Receipt amount is $0The receipt amount is $0.
Ineligible – Only payments can have receiptsThe option to receipt by payment is True, so receipts cannot be created by opportunties.
Eligible
A single receipt can be created for the opportunity.
Eligible for consolidatedIf the opportunity is associated with a recurring donaiton, a consolidated receipt can be created for the related recurring donation.

If the opportunity is not associated with a recurring donaiton, a consolidated receipt can be created for the opportunity.

ReceiptedA receipt has already been created.
VoidedA receipt has already been created and voided.

Payment

On an payment, Receipt Status determines the status of the receipt.

StatusDefinition
Ineligible – AdvantageThe advantage calculation deemed the receipt ineligible, most likely because the value of the advantage is too high.
Ineligible – Do not receiptDo Not Receipt on the payment or opportunity was set to True.
Ineligible – Donor address missingIf the donor is part of a household, the contact’s street, city, province or postal code is missing.

If the donor is an organization, the account‘s street, city, province or postal code is missing.
Ineligible – Payment is not paidPaid on the payment is not True.
Ineligible – Receipt amount is below minimumThe receipted amount is below the threshold set in the tab “Receipt Settings”.
Ineligible – Receipt amount is $0The receipt amount is $0.
Ineligible – Payments cannot have receiptsThe option to receipt by payment is False, so receipts cannot be created by payments.
EligibleA single receipt can be created for the payment.
Eligible for consolidatedIf the payment is associated with a recurring donaiton, a consolidated receipt can be created for the related recurring donation.

If the payment is not associated with a recurring donaiton, a consolidated receipt can be created for the payment.

ReceiptedA receipt has already been created.
VoidedA receipt has already been created and voided.

Updated on 2026-08-31

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