Recuring Payments - How to produce a consolidated receipt for recurring payments to a pledge.

Question

I am trying to create a query that will allow me to make a consolidated receipt for donors who have made monthly payments to their pledge in 2025.

I am able to do this consolidated receipt for recurring gifts but because these are technically payments made monthly to a pledge that query isn't pulling them, and support has been working with me for weeks and nothing. I don't want to produce twelve receipts for a single donor.

Maggie Stevenson · Answer

Hi!! After much back and forth and various queries developed the issue has not yet been resolved., I still don't have a query that pulls the recurring payments the queries suggested continue to pull ALL payments and those that qualify for receipting have already been receipted.

Crystal Bruce · Answer

Hi @Maggie Stevenson I checked on the status of your case and it looks like support was able to help and created a query for you. Let me know if you need further assistance!