How to Generate an Invoice from a Transaction : DonorPoint

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Modified on: Wed, 6 Feb, 2019 at 10:28 AM

Click on the transactions tab

Once there, search for the person(s) transaction you are looking to locate

Now that you've located the person, hover over the name of the person and click edit

From within the transaction click the Tasks button:

From the Tasks menu, select 'Generate Documents':

You'll be presented with a list of document templates - Invoice should be the first one.

Select OK and your doc will appear.

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