Sending Manual Receipts

Sending a Receipt for a Single Contribution

  1. Access the Contact’s Contributions

    • Go to any contact’s profile and open the "Contributions" tab to see a list of all their past contributions.

  2. Send a Receipt

    • Locate the relevant contribution.

    • Click the three dots (…) menu, then select “Send Receipt.”

    • You can choose to send the receipt by email or download a PDF.

  3. Result

    • The donor receives an email with donation details and an attached PDF receipt.

    • The contribution record now displays a “Receipt Sent” line with the date.

Tracking Sent and Unsent Receipts

  • If a receipt was sent, the contribution will note the send date.

  • If it wasn't sent, there’s no such record.

Finding All Unsented Receipts

  1. Go to the “Search” menu and select “Find Contributions.”

  2. Filter with “Receipt Sent: No.”

  3. The system will list all contributions that have not had receipts sent.

  4. Select all records and use the "Actions" dropdown to send receipts in bulk, either by email or as PDFs.

Customizing Receipt Messages

  • Receipts use messages defined in receipt settings (Administer > CiviContribute > Receipt Settings).

  • There are different default messages for tax-deductible and non-tax-deductible contributions.

  • To use a custom receipt message for a specific type of donation or campaign:

    1. Edit the contribution and associate it with a specific contribution page (e.g., “Kiddush Sponsorship”).

    2. If the page has custom receipt text, the system uses this instead of the default.

  • For paid events, sending a receipt for the event payment also sends a confirmation email with event details.

  • For free events (no payment), edit the event registration and check the box to “Send Confirmation and Receipt,” then save.