---
title: "Receipts"
slug: "pwengage-gifts-receipts"
updated: 2026-10-27T07:11:34Z
published: 2026-10-27T07:11:34Z
canonical: "docs.powerworker.com/pwengage-gifts-receipts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.powerworker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Receipts

## Generate Transaction Receipt Automatically

PowerWorker Engage automatically creates a receipt when a transaction is successfully processed and its **Status Reason** is **Completed**. No manual receipt generation action is required.

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(831).png)

When the transaction is completed, a receipt record is created automatically and linked to the originating transaction through the **Receipt #** field.

Select the **Receipt #** link on the completed transaction to open and review the receipt.

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(832).png)

## Generate Annual Receipt Automatically

For recurring donations, PowerWorker Engage can generate an annual receipt for completed transactions associated with a Payment Schedule.

The Annual Receipt process runs for a selected financial year and:

1. Identifies the applicable completed transactions associated with the Payment Schedule for the selected financial year.
2. Generates an annual receipt for those transactions.
3. Links the annual receipt to the Payment Schedule and the related transactions.

The annual receipt provides a consolidated receipt for the applicable completed transactions associated with the recurring donation.

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(864).png)

### Void or Reissue a receipt

For a refunded or voided gift, select **Void (Reissued)** or **Void** on the action pane. Both actions generate a new receipt and create a receipt log.

### Produce a thank-you letter

After selecting Print Thank You, PowerWorker Engage will download the letter in Word format.

### Receipt stacks

A receipt stack record controls the generation of receipts for transactions that share a configuration record. You can also include the year in a receipt stack record, so you can easily see which receipts were generated that year. When you generate a receipt, the PowerWorker Engage solution determines which receipt stack the receipt belongs to and writes a new row in that receipt stack record.

Receipt stacks let you:

- Clearly identify gifts receipted in each calendar or fiscal year by beginning each calendar or fiscal year with a new, predefined starting receipt number. This action is helpful when receipting gifts for the previous calendar or fiscal year overlaps with the new calendar or fiscal year.
- Identify which location produced the receipt. For institutions with multiple offices or locations, having a unique receipt stack for each location is helpful in tracing specific gifts for audit or requests for reprinting or reissuing a receipt. For example, an institution with both a Sydney office and a Brisbane office might choose to add a prefix of SYD or BNE before the receipt number.

The receipt stack functionality allows users to manage receipts generated by PowerWorker Engage. Receipt Stacks can be located by following these steps:

1. In the navigation pane, select Gifts from the Change area menu.
2. Under Receipts, select Receipt Stacks.

In a receipt stack record, you can set the following values.

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(231).png)

| **Field** | **Description** |
| --- | --- |
| Internal Display Name | A user-generated, descriptive display that identifies this record. |
| Configuration | This receipt stack only applies to records that share this configuration record. |
| Prefix (up to five characters) | Allows you to add a prefix to the generated receipt number. For example, you might add the year or the business unit name. Limited to five characters. |
| Receipt Year | The receipt year this stack applies to, for example, when the date of a gift is in the year 2020 it searches for a receipt stack in that year. |
| Starting Range | Enter the first number the solution should use when receipting gifts from this receipt stack; when left blank it increments from 0. |
| Current Range | Generally, displays the most recent receipt number used in the solution. Can be manually updated when taking over from an existing stack or process. |
| Number Range | A drop-down menu to select from 6, 8, or 10-digit receipt number ranges. Select the range that matches the serial numbers your institution uses for receipting. |

### Receipt logs

The receipt log provides an audit trail of what has been done with receipts within the solution. The solution automatically updates the receipt log based on user activity, including when a receipt is voided or reissued. Receipt logs serve as a source of truth within the solution and shouldn't be edited.

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(232).png)