Organizational Defaults Receipt Tab

Receipt Tab

@EASE can provide several forms of receipts, all of which need unique number sequences. The receipt number in @EASE is 10 digits long, so this should not be an issue.

Receipt Types:

a. Hard copy preprinted receipts

b. eReceipts for charitable donations entered through @EASE

c. PDF receipts for charitable donations entered through @EASE. This provides a hard copy for the donor.

d. PDF receipts for non-charitable donations entered through @EASE. This provides a hard copy for the donor. *** You can also provide a non-charitable receipt for a charitable donation given by another charity. This was added as an audit trail feature so that clients could properly record charitable donations where no receipt is required.

e. Donate Now online donations provide an immediate eReceipt for charitable donations.

1)      The Signature field is usually used to show the position of the person who signed the receipt. In some cases, it is used to give an inspirational comment. This field is 45 characters long.

2)      No Receipts <=: Some charities have decided to limit the value they will receive due to costs.  If a charity receipts for $10.00 or more, this field would show $9.99.

3)      Private Greeting is used by selecting the <Default> Salutation. This value is selected when a donor has no other salutation and either no first name or a first name, which is only an initial, as in the case of S. Jones.  The Private Greeting provides a proper value in the Greeting field on the Q-Xpress Export file.  The same is true for Corporate Greeting where there is no contact person, or the contact person's name has no salutation or a first name, which is just initials.

4)      The Signature File paths to the location of a signature file. The file type must be .BMP (bitmap) and should not exceed 100 KB in size.

5)      The checkbox "Do not use signature file for printed receipts." is checked only where eReceipts use a signature file which would be required, but printed receipts do not.

eReceipt

6)      eReceipt Starting No: eReceipts should have a different numbering sequence than regular printed receipts.  The eReceipt number field is 11 digits in length and numeric in character, so a much different number is allowable. Once the numbers start being used this field should not be modified.  It does allow change, but with a warning message.

7)      eReceipt Folder Path: eReceipts need to be kept. This is the path @EASE will use to store the PDF versions of the eReceipts created.

*** Do Not Use Org Name for eReceipts or Copies

The check box below the eReceipt path is used to indicate if the Organization Name should be printed on the eReceipt or PDF Receipt under the Logo area.

PDF Receipt

8) @EASE can create both charitable and non-charitable PDF Receipts. To invoke the non-charitable receipt a charitable number must be provided.

The Receipt Folder Path is used to save both types of receipts.

9)      Yearly Thank You Message without Campaign: Used for gifts accumulated for one receipt regardless of campaign.

PDF Security

1)      PDF Encryption Password: this is a password selected by the charity to prevent the PDF files from being opened.  Any value is acceptable but there should be enough characters to prevent the password from being broken.

Payment Processing

2)      Add Digital Signatures is not yet available.

1)      To use the PayNow button for credit card payments from the Receipt Maintenance window an Agent Code and Agent Password is required.  These are obtained from IATS Payments.