NeonCRM allows you to generate printable PDF receipts of any combination of a constituent’s transactions. These could include donations, membership registrations, event registrations, and store purchases.
To create a receipt, go to the account detail page. Open the Receipts section and click New Receipt.
From this list, select the transactions you’d like to add to the receipt. Click Add Items.
From here, you can add a customer message and internal memo to this receipt. The customer message will display on the receipt, whereas the internal memo will not. Click New Receipt to continue.
The receipt will now appear in the Receipts history.
Click the Expand arrow to view the internal and customer message notes only. Click the number link under Total Charge to see the itemized list of the transactions included in the receipts as well.
From this page, you can choose to Void (undo) the receipt, or Print it.
The receipt will download as a PDF document. It will look something like this:
You can print the receipt from your PDF reader.
If you ever need to reprint or void an existing receipt, find the record in the Receipts section, open the Actions Menu, and select Print or Void Receipt as needed.
