Receipt Customization
Learn how to tailor PDF receipts for supporters and select their generation timing.
Learn how to tailor PDF receipts for supporters and select their generation timing.
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Receipt Generation Settings
By default, tax-compliant receipts in PDF format are emailed to supporters for both one-time and recurring donations. These settings can be adjusted under Dashboard > Settings > Receipt.
⚠️ If you wish to generate annual summary receipts for recurring donations, ensure you disable receipts for individual installments before the start of the tax year. Choose Do not generate receipts under Recurring donations.
One-Time
Decide whether one-time donation receipts should be generated individually. Links to download receipts are sent via email by default. Set One-time receipt to Do not send in your email settings in the Dashboard to change this.
Recurring
Select whether to generate receipts for recurring donation installments. Note that annual summary receipts cannot include installments that have received individual receipts.
Annual Summary Receipts
These receipts cover all installments within a tax year for recurring donations.
- Read More: Annual summary receipt FAQ.
Installments with prior receipts won’t be included again in the summary. Compatible with money-based donations only. Stocks/crypto and one-time donations are excluded.
Changes to payment status such as refunds and updates are tracked and included in receipt archives. Generate receipts at least 2 weeks after the year’s end for full payment processing.
Receipt Customization
Modify the receipt template to incorporate custom imagery and wording.
Header Logo
Displayed on the receipt’s top right:
- Min resolution: 160×160 px
- Recommended: 320×320 px
Receipt ID
Craft custom IDs using alphanumeric characters and merge tags to align with your organization’s format.
Merge Tags
- Year: Donation’s year in four digits
- Sequential Number: Start from 1
- Donation ID: Unique identifier for each donation
- For annual receipts, additional tags like Recurring plan ID are available.
Signature Image & Name
A signature image might be legally mandatory, particularly in Canada. Add the name of the authorized person for added credibility.
Footer Text
Include legal or regulatory information. For Canadian receipts, additional text is auto-included to comply with national laws.
Country-Specific Formatting
supports custom formatting for several countries like Australia, Canada, the UK, and the USA. Access examples for each locale:
Localization
Receipts are issued in your account’s default language, adjustable on the Localization page in the Dashboard.