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.
| Status | Definition |
| Ineligible – Do not receipt | Do Not Receipt on the recurring donation was set to True. |
| Ineligible – Donor address missing | If 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.
| Status | Definition |
| Ineligible – Advantage | The advantage calculation deemed the receipt ineligible, most likely because the value of the advantage is too high. |
| Ineligible – Account is a foundation | Account Type on the accou\nt is “Foundation” which are not eligible for receipts. |
| Ineligible – Do not receipt | Do Not Receipt on the opportunity was set to True. |
| Ineligible – Donor address missing | If 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 grant | Record Type on the opportunity type is “Grant”, and grants are not eligible for receipts. |
| Ineligible – Stage is not Closed Won | Stage on the opportunity is not “Closed Won”. |
| Ineligible – Payment missing | There isn’t a payment related to the opportunity that covers the entire opportunity amount. |
| Ineligible – Receipt amount is below minimum | The receipted amount is below the threshold set in the tab “Receipt Settings”. |
| Ineligible – Receipt amount is $0 | The receipt amount is $0. |
| Ineligible – Only payments can have receipts | The 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 consolidated | If 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. |
| Receipted | A receipt has already been created. |
| Voided | A receipt has already been created and voided. |
Payment
On an payment, Receipt Status determines the status of the receipt.
| Status | Definition |
| Ineligible – Advantage | The advantage calculation deemed the receipt ineligible, most likely because the value of the advantage is too high. |
| Ineligible – Do not receipt | Do Not Receipt on the payment or opportunity was set to True. |
| Ineligible – Donor address missing | If 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 paid | Paid on the payment is not True. |
| Ineligible – Receipt amount is below minimum | The receipted amount is below the threshold set in the tab “Receipt Settings”. |
| Ineligible – Receipt amount is $0 | The receipt amount is $0. |
| Ineligible – Payments cannot have receipts | The option to receipt by payment is False, so receipts cannot be created by payments. |
| Eligible | A single receipt can be created for the payment. |
| Eligible for consolidated | If 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. |
| Receipted | A receipt has already been created. |
| Voided | A receipt has already been created and voided. |