This article requires: ProntoPayments 1.311.74, ProntoGiving 1.379.75, ProntoPlus 1.28.14
When entering donations via Quick Donate, if the donor wants a mailed receipt, save your page and then click the Generate Receipt Copy (PPlus) button on the Opportunity.
This will create a Receipt record on the related list.
You can open and download the attachment and print it straight away.
Bulk Donation Entry
When entering donations via Bulk Donation Entry, your template needs to include the ‘Receipt’ Field,
When it is marked Post, this will translate to Receipt Action (PPlus) = Generate Mail Receipt.
At the end of the day, you can filter by this field and bulk generate and bulk download the receipts.
NB It will not be wiped after generation of receipt copy. It is only wiped after Email is sent.
NBB. Last Receipt (PPlus) date is populated when the receipt created (related list record)
Create an Opportunity List View:
Show Opportunity Name, Account Name, Amount, Close Date, Stage, Donation Type (PPlus), Receipt Number (PPlus), Last Receipt (PPlus), Last Receipt Error (PPlus)
Filter should be
Opportunity Record Type: Donation
Donation Type (PPlus) not equal to blank
Close Date: TODAY
Stage: Closed Won
Receipt Action (PPlus): Generate Mail Receipt
You can then select all the opportunities and click Generate Receipts (PPlus), and then select them all again and click Download Receipts (PPlus).
Once ready, you will be taken to the Receipt Download record, where you can download the Zip file from the attachments.