Email a Receipt to the Donor

Chantelle Ng
7 steps
30 seconds

Salesforce

Permissions & Alerts

User Permissions Needed: - Cascadia Receipting User - Task Object: Type field - Customize Application

If you're a Canadian charity reprinting a previously issued Tax Receipt, ensure the Receipt Template in Template field still reflects the original organization name, address, and authorized signer used at the time of issue. This keeps your reprints compliant with CRA guidelines.

Guide

Navigate to the Receipt record you want to issue via email

The Contact Email field on the Receipt record specifies the email address where the receipt will be sent. This email address can be updated directly on the Receipt record if needed (e.g. if the son of an elderly donor needs a copy of their parents' receipt to be emailed to them)

On your Tax Receipt record, click the "Email Tax Receipt" button.

In some cases, the Email Tax Receipt button will not show up if there is no email address in the Contact Email field.

Click "Confirm".

When you click Email Tax Receipt, the system logs the delivery information, setting the Last Delivery Channel field to “Email” and updating the Date Receipt Last Emailed field with the most recent print date.

An Activity is logged on the Receipt record.

You've emailed the donor their tax receipt!