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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:

  1. Click Donations to view the Main Menu of this service
  2. From the Canadian E-Tax Receipts section, click Manage Tax Receipts.
  3. Select the year and month that the donation was made, or when the tax receipt was created, and click Search.
  4. Click Resend beside the Canadian E-Tax Receipts to be resent.
  5. If required, modify the "To:" email address, to send the tax receipt to a different address.
  6. Create the accompanying email message.
  7. Click Email Tax Receipt.

From the Donor Profile

  1. Click Donations to view the Main Menu of this service
  2. From the Administration section, click Donors.
  3. Search for the donor profile.
  4. Click Resend beside the Canadian E-Tax Receipts to be resent.
  5. If required, modify the "To:" email address, to send the tax receipt to a different address.
  6. Modify the accompanying email message.
  7. 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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