Generate a One-Time Receipt off of a Gift Transaction

This is a step-by-step guide to show users how to generate an individual Receipt record for a gift transaction in Cascadia Receipting NPC. This is useful when you need to create a one-time tax receipt for a specific donation.

Chantelle Ng
5 steps
22 seconds

Salesforce

Permissions

User Permissions Needed: - Customize Application - Run Flow - Cascadia Receipting User

Guide

Navigate to a Gift Transaction record that you want to generate a tax receipt for.

Click "Generate Tax Receipt".

Click "Confirm".

A Receipt record has been generated. You can locate it in the Receipt lookup field.

You've generated a Receipt record!