Manage Merge Tags for Receipt Templates
Learn which receipt template merge tags currently exist in your Salesforce org, and how to create new ones.
Change the Receipt and Email Template on a Tax Receipt Record
Learn how to manually update a Receipt Template or Email Template on a tax receipt record.
Creating a New Receipt Template
Learn how to create a new Receipt Template record.
Edit a Tax Receipt Template
Learn how to edit an existing Receipt Template record in your Salesforce org and on Microsoft Word.
Generate and Issue Tax Receipts via Batch
Learn how to generate Tax Receipt records and issue to donors via mail or email using Tax Receipt Batches.
Use Reports for Tax Receipt Batch
Learn how reporting for tax receipt batches works, including sorting options and key considerations when generating tax receipts.
Void and Replace a Tax Receipt
Find out how to void a tax receipt and create a replacement.
Generate a Tax Receipt PDF
This guide shows you how to generate a tax receipt PDF, so you can mail it to your donors.
Generate Annual Tax Receipts
This guide outlines a simple step-by-step process for generating an annual consolidated tax receipt for your organization.
Email a Tax Receipt to the Donor
How to issue an e-receipt via email to your donor