Setting Up Donation Receipts

When donors contribute to your event, it’s crucial to provide them with properly formatted receipts. In the Donation Receipts tab, you’ll specify your organization’s details to ensure each donor receives a compliant, informative receipt.

Accessing the Donation Receipts Tab

While in the donation feature section, click on “Donation Receipts” which you will find at the top, next to Donate and Goal.

Receipt Prefix

Before setting your receipt numbering sequence, you can define a prefix that will appear at the beginning of every receipt number.

For example, if you set your prefix to ABC, your receipts will be numbered like:

• ABC-1

• ABC-2

• ABC-3

This is especially helpful if you’re managing multiple events or need to align your receipts with internal accounting systems.

Tip: Choose a short, clear prefix (e.g., an acronym of your organization or event name). Once saved, the prefix will apply to all receipts generated under this account.

Starting Receipt Number

Set the starting number for your receipts (default is 1). After your first donation is received, this number cannot be changed

Receipt Logo

Upload your organization or event logo to brand your receipts and make them instantly recognizable to donors.

Organization Information

To meet standard requirements and ensure donors have accurate proof of contribution, all the following fields in this section are mandatory to be completed.

• Company / Organization Name

• Company / Organization Address

• Charitable Registration Number

• Contact Email

Authorized Signatory

Donation receipts must include an authorized signatory to meet CRA and standard nonprofit compliance requirements. In this section, you’ll upload and configure the details of your authorized person.

Signature Image Upload an image of the authorized signatory’s signature. The image must have a white background for best readability and professional formatting.

Authorized Person’s Name Enter the full legal name of the authorized signatory.

Authorized Person’s Title Enter the individual’s title or role in the organization (e.g., Executive Director, Treasurer, Board Chair).

Important: Make sure the signatory is someone formally recognized within your organization, as this signature will appear on all official donation receipts sent to donors.

Saving Your Donation Receipt Settings

Double-check for typos or missing info—accuracy here builds trust and meets legal standards.

Once saved, donation receipts will automatically include these details, and donors will receive them via email immediately after contributing.

Important: If these fields aren’t completed, your receipts may lack essential information—potentially falling short of government guidelines and donor expectations.