How do I resend the receipt to the donor?
With a click of a button, you can resend an electronic tax receipt to the donor. There are two ways to resend a tax receipt:
From the Manage Tax Receipts section:
- Click Donations to view the Main Menu of this service
- From the Canadian E-Tax Receipts section, click Manage Tax Receipts.
- Select the year and month that the donation was made, or when the tax receipt was created, and click Search.
- Click Resend beside the Canadian E-Tax Receipts to be resent.
- If required, modify the "To:" email address, to send the tax receipt to a different address.
- Create the accompanying email message.
- Click Email Tax Receipt.
From the Donor Profile
- Click Donations to view the Main Menu of this service
- From the Administration section, click Donors.
- Search for the donor profile.
- Click Resend beside the Canadian E-Tax Receipts to be resent.
- If required, modify the "To:" email address, to send the tax receipt to a different address.
- Modify the accompanying email message.
- Click Email Tax Receipt.
NOTE: Resent copies will not be sent to the coordinator listed in the Setup Receipts section.
Tips:
- Resent copies will not be sent to the coordinator listed in the Setup Receipts section.
- For tax receipts issued using the Donation service, the Order IDs will begin with "D" if the tax receipt was for a one-time donation or "Y" if the tax receipt was an annual receipt for all recurring monthly/quarterly donations made in a given year.
- For tax receipts issued using the Pledge-a-thon service, the Order IDs will begin with "P".
- For tax receipts issued using the Event Registrar service, the Order IDs will begin with "R".
- For tax receipts issued using the Membership service, the Order IDs will begin with "M".
- For tax receipts issued manually, the Order IDs will begin with "B".
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