CDM+ Essentials

How to Print a Receipt from Search Transactions

Donors will receive an email when they donate online that provides them with the details of their donation. However, if they need a receipt for a single donation, you can provide this to them from under Search Transactions.

If they need a record of all of their donations, we recommend that you use Online Statement.

  1. From the Welcome to CDM+ window, click Search Transactions.

    image-20240731-142124.png


  2. Enter in your date range and click Search.

    image-20240731-142304.png


Pro tip: If you widen out the next window you will be able to see your transactions in a list that you can filter and search.


3. Find the donation you need and click Details.

image-20240731-142802.png
  1. Scroll to the bottom of the page and click Print Receipt.

    image-20240731-142959.png


  2. You’ll then be able to print or save the receipt as a PDF to give to your donor.