Enable Recurring Donation Validation Bypass

Enabling Recurring Donation Bypass allows your organization to issue one-time tax receipts for monthly or recurring donations. This setting is commonly used by organizations that need to generate tax receipts for multi-year pledges set up as fixed recurring donations.

Chantelle Ng
4 steps
17 seconds

Salesforce

Scribe

Permissions & Alerts

Permissions Needed: - Customize Application - Cascadia Receipting User

When Recurring Donation Bypass is enabled, you can issue one-time tax receipts for monthly or recurring donations. Use caution when this setting is active, particularly when generating one-time tax receipts via batch.

Guide

Navigate to Setup > Custom Settings > Cascadia Receipting Settings

Click "Manage" and then "Edit"

Check the "Recurring Donation Validation Bypass" checkbox field, and save.

You can now generate Tax Receipt records off the Opportunity record for recurring donations!

If your organization generates one-time Tax Receipt records via Tax Receipt Batch, we recommend disabling this setting once you’ve generated the necessary receipts to avoid accidentally creating and issuing Tax Receipts to your monthly donors. To disable this, repeat steps 1–3 above and uncheck the Recurring Donation Validation Bypass checkbox.