Tax Receipts, Pledge Schedules, and Letters

Welcome to the how-to guides for managing receipts and other donation-related documents. If you are new to working with donation records, we recommend you review our introduction to donation management, how to setup a campaign, and then how to enter a one-off donation. Understanding the basics of campaigns and one-off donations is useful before reviewing the following how-to guides in this section:

  1. Manually printing a tax receipt
  2. Batch printing tax receipts
  3. Adding a pledge reminder
  4. Adding a letter
  5. Manually unprinting receipts