Viewing Constituent Receipts

The Receipts screen displays the orders and transactions per receipt. You can filter the list of receipts based on Date, Receipt No., Receipt Type, Status, Receipt Amount, Check No., and Last 4 Digits.

To access the Receipts screen:

1. From the Financials tab on the Constituent profile, select Receipts.
   The Receipts screen displays, as shown below.
   
2. From the contextual menu, the following options are available:
   1. Receipt Report
      Opens the Receipt Report in a new tab
   2. Transfer Receipt
      Opens the Transfer Receipt screen
   3. Reverse Receipt
      Opens the Reverse Receipt screen
   4. Review CC Requests
      Opens the CC Requests screen
      
3. Click the hyperlinked Receipt No. to view additional details about the receipt.
   The Receipt Review screen displays, as shown below.
   
4. From the contextual menu at the top of the screen, you can see additional options:
   1. Receipt Report
      Opens the Receipt Report in a new tab
   2. Transfer Receipt
      Opens the Transfer Receipt screen
   3. Reverse Receipt
      Opens the Reverse Receipt screen
      
5. From the Orders on This Receipt section, you can select the contextual menu to see additional options.
6. From the contextual menu, select View in Orders to view the associated order's Order Summary.
7. From the contextual menu, select Issue Refund to open the refund screen in a new tab.