Donation receipts by donor

Bob Hale_9286332
Bob Hale_9286332 Member Posts: 45 ✭
edited October 2017 in Reckon One
I have many donors that donate regularly throughout the year. I what to print separate pages for each donor showing each donation and the total amount they donated for their tax records.
I have been entering them as direct deposits into the bank against each donor, but I can't see a report.

Comments

  • Michael Corrigan_9203178
    Michael Corrigan_9203178 Member Posts: 70 ✭
    edited October 2017
    If the donors are a customer then you should be able to go to the Customer Transactions and select each donor in turn and show their transactions
  • Bob Hale_9286332
    Bob Hale_9286332 Member Posts: 45 ✭
    edited October 2017
    Yes but that just lists the data.
    I am after a formatted tax receipt with our logo etc.
  • David_10243171
    David_10243171 Member Posts: 5 ✭

    If the donors are a customer then you should be able to go to the Customer Transactions and select each donor in turn and show their transactions.

    But using customers require invoices and payment received against invoices.

    We require a simple double entry, debit bank, and credit donations. Each entry should have a unique consecutive number.

    Each entry should generate a simple receipt. Then, at the year-end, we need to be able to generate a receipt summary for each Donor, listing out each donation showing the date, receipt number, and amount of donation, generating a total of donations for the donor.

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