gift receipt status

Arlette Slachmuylder

We are using a separate system to handle our online contributions, and that system sends out an electronic receipt upon payment. Hence in BBCRM, when processing those revenue items, we want to just update the receipt status to “Receipted” or perhaps even some sort of custom status of “Receipted in system xyz”.

Has anyone done this before, perhaps as a batch extension? Is there any repercussions in the system, to have it marked this way, without having used the receipt batch?

Thanks!

Jodie Ralston

We use a receipt process to mark gifts with an inbound channel of “online” as receipted. No receipt itself is generated.

Arlette Slachmuylder

Jodie - thanks for your response. Can you give me a little more details? Are you marking them as a channel of online via your effort definition or appeal? And are you able to run a receipt batch without an output?

Here is a screenshot to illustrate my questions. Really appreciate it!

Jodie Ralston

Our selected payments query is basically inbound channel = iModules (our online system) and date = yesterday. Then we just run an export definition that is our basic All Receipts export definition. We have no letter/label template specified, so it just marks them as receipted and moves on. I'd be happy to help more offline if you need!

Arlette Slachmuylder

Jodie,

That is super helpful. Thanks for taking the time to pass that on. I think I might be set now, but will reach out if not!

Arlette