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Find answers to common questions about TaxReceipt.app

Why skip a receipt

Not every generated receipt should actually go out. A donor gave anonymously, a row turned out to be a duplicate, or someone asked not to be contacted — none of these are delivery failures, and they shouldn't leave a receipt stuck showing as outstanding forever. Skip removes a receipt from both the email and mail queues and marks it as a deliberate exclusion, distinct from a receipt that's still waiting to be sent.

Skipping a receipt

From the Distribute hub, the Skip action is available from a receipt's row menu on the Email, Mail, or All receipts tab. The All receipts tab also offers Skip as a bulk action on a selection of rows, so a handful of stragglers can be cleared out together instead of one at a time.

The Skipped tab

Skipped receipts move to their own Skipped tab on the Distribute hub, which appears only while there are skipped receipts to show. Each row shows the donor's name and email (or a note that none is on file), so you can confirm at a glance which receipts are sitting out of the delivery queues before deciding whether to bring one back.

Un-skipping

Un-skip a receipt individually, as a selection, or by "select all matching this filter." Where a receipt lands depends on whether the donor has an email address on file: it returns to Pending email if they do, or Pending mail if they don't — the same routing rule used when a receipt is first generated. There's no way to force an un-skipped receipt into the other queue directly from the Skipped tab; if it lands in the wrong queue, move it from the Email, Mail, or All receipts tab afterward.

Skipped receipts don't block completion

The Distribute step is done when nothing is left in Pending email or Pending mail — Skipped counts as a resolved end state alongside Email sent and Mailed, not an unfinished item. That means a batch can finish with some receipts emailed, some mailed, and some skipped, without skipping being treated as a problem to fix before the step can close.

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