Does Cascadia Receipting Store Any Information or Data?
While we don’t store any of your data, we do keep a record count of receipt PDFs generated.
How is Email Encryption and Security Handled?
This article details how we handle email security.
How Does Cascadia Receipting Support Audits?
We understand that dealing with auditors can be stressful for nonprofit organizations, so we built features in Cascadia Receipting to help make this process easier.
How Do I Ensure Cascadia Receipting Is CRA Compliant?
Here are some tips and considerations on how you can use Cascadia Receipting and meet CRA guidelines.
Add Tax Receipts to Experience Cloud Donor Portal
This guide shows System Administrators how to expose tax receipts on your Experience Cloud donor portal.
Permissions for Donors to Reprint Their Own Tax Receipts in Experience Cloud Donor Portals
This guide is for System Administrators configuring an existing Experience Cloud portal so that allows community user donors have the permission to view and reprint their own Cascadia Receipting tax receipts.
Create a New Receipt Email Template
This guide is for users who want to create a new Email Template to go out with their tax receipts that are emailed to donors.
Edit Email Templates
This guide provides step-by-step instructions on how to edit email templates using Lightning Email Builder on Salesforce.
Recipe: Assign Templates for Major Donations
This is a step-by-step guide on how System Administrators can assign major donation Receipt Templates to donations above a certain amount.
How does the Receipt Readiness field work?
Learn how the receipt readiness field works, and what you can do to bypass some of these validations.