Tag: receipt

Donation Receipt Processing

One-Off Receipt Processing

Add receipt data to the tblReceipts table

Data Points:

  • Receipt number (increment from previous number).
  • Date the donation was received.
  • FID (The ID of the person/company from the persons table.
  • Amount of the donation.
  • Check off if tax deductible.  Most will be.
  • Check off Annual Receipt.

Add ReceiptID into the donations table

For the donation, update it’s record in the tblDonations table.

  1. Find the row that corresponds to this donation by cross-referencing the FID.
  2. Add the ReceiptID from the tblReceipts table to the receiptID field.

Run the report

Run the Report rptReceipt which grabs the receipts generated for today.  It’s formatted on legal sized paper.

Typically, I will print or export this report to a PDF for the office staff to print onto our formal receipt paper.