You can add a receipt by going into the Donor’s profile and clicking on the Add receipt on the top right of the page.
Alternatively, you can visit the donors page, search for your donor and click on the add receipt button in the last column:
Receipt Form:
On the receipt form, enter the receipt type, amount, date of receipt and receipt method as well as which project the funds should be allocated to.
Receipt Type: Receipt types allow you to distinguish between various types of receipts, e.g. Donation, Raffles, Sale, Tithe, Zakaat, Fete, etc. To create your receipt types click on the ling.
Amount: Enter the donation amount received.
Receipt Date: Enter the date that the donation was received.
Receipt Method: Select the receipt method in which the donation was made, e.g. cash, goods in kind, bank transfer etc.
Forex Amount:
Enter your foreign amount in box labeled 1.
Select your foreign currency, e.g. USD, EUR, JPY – you can select one of the currency options or type in a 3 letter code for the currency you’re looking for, in tab labeled 2.
Click on the arrow icon to convert the foreign amount to Rand value. Alternatively, you can add in a custom Rand Value as reflected on your statements.
Project Allocation: Select the project you would like to allocate the funds to.
Should a receipt require funds to be allocated towards multiple projects, press the Add Allocation button to include another project in the list.
Press the Create Receipt button to display your receipt entry.
Then the confirm button to issue the receipt.
Once the receipt is generated a popup window showing the receipt details is presented.
You can then download, print, or email the receipt to the donor.
