AudienceView Connect
AudienceView Documentation

Manually Generating a Tax Receipt

To manually generate a tax receipt, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
  2. Select the Orders tab.
    The Orders|Search page appears.
  3. Search for and select the order that you want to work with. For more information, refer to Searching for an Order.
    The Order|Summary page appears.
  4. Select the Gifts tab.
    The Order|Gifts page appears.
  5. If there are multiple gifts on the order, select the gift you want to work with from the gifts section.
  6. In the gift details section, click 'Add Receipt'.
    The gift receipts section appears.

    Enter the receiptable amount, in the 'Receipt Amount' field The receipt amount cannot exceed the amount specified in the receiptable amount field in the gift details section.
    A correspondence record will not be generated for the thank you letter.
  7. If applicable, modify the Receipt Template and Thank You Letter Template.
  8. Click 'Apply'.
    A window confirms that the application updated the order.
  9. Click 'OK'.
    The application sets the status of the receipt to New and the Receipted Amount in the gift details section displays the amount receipted.
Manually generating a tax receipt will not create a tax receipt number. A tax receipt number is only assigned if the tax receipt is generated from the Utilities application.
For more information, refer to Manually Generating a Tax Receipt Number.