Custom in Tides Salesforce instance is an approval process.  Before a receipt can be issued either manually or via scheduled job they must first be approved.

In order for a record to be ready to be approved the record must meet the following criteria:

Record must be:

• Marked as Paid
• Must not be Receipted or Already Receipted
• No receipt check box must not be checked.
• The record must be greater than the minimum receiptable amount.
• The opportunity record type must be receiptable.
• The receipt contact field must be populated.
• The receipt contact must have a complete address.
• If record is related to an organizational account the account must have complete billing address.

On the record that is receiptable (Single gifts = payments, Recurring gifts = Click & Pledge recurring object) there are two custom fields the approved check box and the Ready to be approved field.

If the above criteria is met the Ready to be approved field will have a status of Yes.

If the above criteria is not met the Ready to be approved field will show an error message describing what is missing. For example if the account is missing an address the field will say "Donor information missing".

To approve a record via either list view or manually on each individual record.