To start editing your receipts, please go to your Account, and click the option Year-end Donor Receipt.



There, you will find the option to edit your Year-end Donor Receipt and your Year-end Donor Email template.


Year-end Donor Receipt


The Year-end Donor Receipt is a summary of how much a specific donor has contributed to your organization. It includes your organization information and a summary of donations. Please make sure that all of your organization information is accurate and complete since this will be auto-generating a PDF receipt for each of your donors.


You will be able to edit the final message of your receipt. After editing the receipt, you will able to download a preview (with test data) of the receipt that your donors will receive.


Year-end Donor Email Template


The Year-end Donor Email is the message that your donors will receive in their inbox. Start by editing the subject line and body text of your email. Don’t forget that your email will contain the receipt attached. After you have finished editing your email, you will be able to send a test email. Here, you will have an opportunity to know exactly how your donors will be viewing their receipts.