Create and Issue Tax Receipts via Receipt Batch
Chantelle Ng
15 steps
2 minutes
Salesforce
Permissions
User Permissions Needed: - Cascadia Receipting User - Customize Application - Run Flow - Edit Task Object field: Type
Generate Receipt Records
1
Navigate to "Receipt Batches".
2
Click "New".
3
Input a Tax Receipt Batch Name and Description and click "Save".
Adding descriptive information in the Description field in Tax Receipt Batch will help you easily find the batch in the future.
4
Click "Create Receipt Records".
5
Select the report that you would like to use to create tax receipts.
6
Select either "One-time Gifts" or "Annual" and click Next.
**One-Time Gifts:** Receipt records are generated for each Gift Transaction in the selected batch report, even when multiple records belong to the same donor.\ **Annual:** Receipt records are generated by consolidating all eligible Gift Transactions by donor within the selected batch report.
7
Click "Next".
8
Click "Create Tax Receipts".
9
Your Receipt records are created. You may need to refresh the page to see them.
Issue Tax Receipts By Mail
10
Click "Generate PDF".
11
Click "Next".
When you click Generate PDF, the Delivery Details on the Receipt record are updated to track whether the tax receipt has been issued.
12
Click "Open PDF".
13
A temporary link to a merged PDF is opened in a new tab. Print this for your donors who need to receive their tax receipts via mail.
Issue Tax Receipts by Email
14
Click "Email Receipts".
15
Click "Email Receipts".
When you click Email Receipts, the Delivery Details on the Receipt record are updated to track whether the tax receipt has been issued, and an Activity is logged.
Create and Issue Tax Receipts via Receipt Batch
Chantelle Ng
15 steps
2 minutes
Salesforce
Permissions
User Permissions Needed: - Cascadia Receipting User - Customize Application - Run Flow - Edit Task Object field: Type
Generate Receipt Records
1
Navigate to "Receipt Batches".
2
Click "New".
3
Input a Tax Receipt Batch Name and Description and click "Save".
Adding descriptive information in the Description field in Tax Receipt Batch will help you easily find the batch in the future.
4
Click "Create Receipt Records".
5
Select the report that you would like to use to create tax receipts.
6
Select either "One-time Gifts" or "Annual" and click Next.
**One-Time Gifts:** Receipt records are generated for each Gift Transaction in the selected batch report, even when multiple records belong to the same donor.\ **Annual:** Receipt records are generated by consolidating all eligible Gift Transactions by donor within the selected batch report.
7
Click "Next".
8
Click "Create Tax Receipts".
9
Your Receipt records are created. You may need to refresh the page to see them.
Issue Tax Receipts By Mail
10
Click "Generate PDF".
11
Click "Next".
When you click Generate PDF, the Delivery Details on the Receipt record are updated to track whether the tax receipt has been issued.
12
Click "Open PDF".
13
A temporary link to a merged PDF is opened in a new tab. Print this for your donors who need to receive their tax receipts via mail.
Issue Tax Receipts by Email
14
Click "Email Receipts".
15
Click "Email Receipts".
When you click Email Receipts, the Delivery Details on the Receipt record are updated to track whether the tax receipt has been issued, and an Activity is logged.
