Content Comparison

Generate donation receipt

GA-0014

Generate donation receipt

  Ana Simic 4/11/22

Action

Data

Expected Result

Enter the URL

https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

Enter username

Enter Password

Click on Log in to Sandbox

Successful Login

If not in the Affinaquest app, go to app launcher and type in Affinaquest in the search bar

Once in Affinaquest app, go to Gear Icon

Click on Set up - Blue icon

Click on Users tab

Click on Users

Click on login against the user ( GA User) having all permissions

Ana Simic

User 

choose current user

Click Receiting Tab

Batch #

enter the batch number to be receited for which there is a transaction to issue reciept for (i.e. 0074830)

click "Find Transactions to Receipt" Button

# of transactions appear

Click "Create Receipts" BittpmButton

pop up message appears
The receipting process has started. You will receive an email when it completes.

Click OK

Click Batches Tab

Open the batch that was just receipted

 (i.e. 0074830)

click "Batch Items" tab

Click the Batch Item

if the batch is linked to a pledge, click "Link to Pledge"

Gift/Pledge is opned
verify that in the Reciepts related list, the reciept is created

Click on Gift/Pledge Number

verify that the reciept is created

wait for 5 minutes

click "Apsona"

Click "Reporting Tools" then Multi-step reports

click on "New Non - Email Receipt" then "Run"

note: if we use Default in acknowledgement, it will appear in this report.

click "Change Filter"

remove all Receipt Fitler terms

click Add Term

Receipt.Receipt Number is equal Receipt number created in previous step

click "Mail Merge"

Edit/run a Merge Action screen pops up

click "Run an existing merge action"

Select the action to run

Generate Document and Attach to Record

click Run button

click "Download Results"

receipt in pdf is downloaded

Click Batches Tab

Open the batch

click "Batch Items" tab

Click the Batch Item

Click on Gift/Pledge Number

Click on Receipt Number

Click on Related Tab

Verify receipt pdf file exists

Logout of the User

Close the Browser