Viewing all receipts for a donor¶

In short: Open the donor and go to their Receipts tab to see every donation they've given — amount, date, type, method, allocations and Section 18A status. You need the Manage Receipts and Manage Donors permissions.

Overview¶

Every donation a donor has given is listed on that donor's own page, so you can see their full giving history in one place — amounts, dates, receipt types and methods, project allocations, and whether a Section 18A certificate was issued for each. This article explains how to find and read a donor's receipts.

Before you start¶

You'll need:

The Manage Receipts permission to see a donor's receipts.
The Manage Donors permission to open the donor's page.

Viewing a donor's receipts¶

Step 1: Open the donor¶

Click Donors in the top navigation bar and select the donor, or use the search box at the top of the screen.

Step 2: Open the Receipts tab¶

On the donor's page, open the Receipts tab/section. This shows a table of all that donor's receipts.

Step 3: Read the columns¶

Each row shows the receipt's date, amount, receipt type, receipt method, project allocation(s), and the Section 18A certificate status.

Step 4: Open a receipt¶

Click a receipt to open it in a pop-up, where you can edit, void, email, download or print it. See Printing, downloading and emailing a receipt and Editing or deleting a receipt.

A donor's page with the Receipts section — a table of the donor's receipts with date, amount, type, method, allocation and certificate columns.

Adding a receipt for this donor¶

From the donor's page you can capture a new receipt with the donor already selected — handy so you don't have to search for them again. The receipt is created the same way as anywhere else; see Creating a receipt.

Voided receipts¶

Receipts that have been voided (revoked) are flagged in the list. They remain on the record for audit purposes but no longer count as active donations.

FAQ¶

Where do I see everything one donor has given? On the donor's page, open the Receipts tab. It lists every receipt with date, amount, type, method, allocations and Section 18A status.

Can I add a receipt straight from the donor's page? Yes — capture it from the donor's page and the donor is already selected, so you don't have to search. See Creating a receipt.

Do voided receipts still show on the donor? Yes, they're flagged as revoked and kept for audit, but they don't count as active donations.

Creating a receipt
Editing or deleting a receipt
Printing, downloading and emailing a receipt
Searching and filtering receipts
Statement of donations
Donor history report