Generate and Issue Tax Receipts via Batch

This guide provides step-by-step instructions on how to generate Tax Receipts in a batch instead of individually. An example use case would be when a User is generating all tax receipts for an event or issuing annual receipts.

Lynda En
15 steps
3 minutes

Cascadiareceipting

Permissions & Alerts

User Permissions Needed: - Cascadia Receipting User - Access to the Cascadia Receipting Report folder - Customize Application - Run Flow - Edit Task Object field: Type

Batch receipt generation is included in the **Premium Tier** and requires an additional package. If you don’t currently have access to this feature, please email [chantelle@cascadiasolutions.ca](mailto:chantelle@cascadiasolutions.ca) for assistance.

Prepare a Report

**Have you run your report for your receipt batch yet?**\ Batch receipting starts with reports. You can find out how to prepare your [report for batch receipting here](https://help.cascadiareceipting.com/kb_articles/use-reports-for-tax-receipt-batch/).

Create Tax Receipt records

Go to Tax Receipt Batches > Click "New".

Add definitive information in the Description field, then hit "Save".

Use the Description field in the Tax Receipt Batch to make batches easier to find later. (E.g. Save the Earth Gala - June 3, 2024 - One-time Tax Receipts - Email or 2024 Annual Tax Receipt - Mail - Donor Names A-K).

In the Tax Receipt Batch record, click "Create Tax Receipts".

A screen will pop up, select the Report that you have prepared to create your Tax Receipt records.

Select either "One-time" or "Annual" and click Next.

**One-Time:** Tax Receipt records are generated for each Opportunity in the selected batch report, even when multiple records belong to the same donor.\ **Annual:** Tax Receipt records are generated by consolidating all eligible Opportunity by donor within the selected batch report.

Review the confirmation screen to ensure the Opportunity amount and report are correct, then click "Next".

Click "View All" and do a spot check on the Tax Receipt records that were created.

Issue Batch Tax Receipts via Email

To send out an e-receipt to your donor, click "Send e-receipts".

In the popup screen, click "Next". The tax receipts will be sent to each recipient’s email inbox according to the Contact Email field on the Tax Receipt Object.

Each Tax Receipt record logs an activity confirming the email was sent and the delivery information section is updated.

Issue Batch Tax Receipts via Mail

For mailed Tax Receipts, we recommend limiting each Tax Receipt Batch to 200–300 receipts to prevent slow processing times or oversized PDFs, especially if your Receipt Template includes embedded fonts.

In the Tax Receipt Batch record, click "Generate PDF".

Click "Next".

Click "Open PDF" once the generation is complete.

A list of PDFs should now open in a new tab.

Print and send out via mail.