Generate an Individual One-Time Tax Receipt Record

This guide provides step-by-step instructions for generating a tax receipt record for a one-time donation. For example, if a new donor mails or drops off a cash gift, and your organization wants to issue a tax receipt within 48 hours to encourage future giving.

Lynda En
5 steps
18 seconds

Cascadiareceipting

Permissions & Availability

User Permissions Needed: - Cascadia Receipting User - Run Flow

Available in: - Lite tier - Starter tier - Premium tier

Guide

Navigate to the Opportunity record where you want to create a one-time tax receipt.

Click Generate Tax Receipt in the top-right corner of the Opportunity record.

Click Confirm

The Tax Receipt record is generated

The Tax Receipt information appears on the Opportunity record. Access the Tax Receipt record by clicking Tax Receipt Details or by using the Tax Receipt tab

The Tax Receipt record is generated in Salesforce, but the donor has not received it yet. You must [mail out](https://help.cascadiareceipting.com/kb_articles/generate-a-tax-receipt-pdf/) or [email](https://help.cascadiareceipting.com/kb_articles/email-a-tax-receipt-to-the-donor/) the Tax Receipt to the donors.