How to Print Receipts and Year End Statements for Donors

An admin can print receipts from the dashboard. The Statements report can export CSV files or styled PDF templates that can be customized by the admin (Please refer to the Print Templates component). The table can also be filtered by date range or other values which can be used for receipting monthly statements aside from the yearly statements.

For the PDF option to show on the Export button, the PDF template needs to be created first (Requires basic knowledge of HTML and CSS). Once the PDF template is mark the template as active, then it will show as an option under the 'Export' drop-down.





NOTE: If you want this report to be added to your installation, you can send in your request by emailing [email protected]


Modified on Tue, 5 Dec, 2023 at 2:39 PM

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