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Enable Address Validation Bypass

Learn how to bypass the receipt readiness validation that ensure donors have addresses.

Enable Recurring Donation Validation Bypass

Learn how to enable Recurring Donation Validation Bypass. This is for organizations who want to receipt for multi-year pledges.

How to Configure Receipt Number with Multiple Entities

Learn how to configure Receipt Numbers if your organization has multiple entities for receipting, including how to roll back receipt numbers.

How do Tax Receipt Numbers Work?

Learn how Tax Receipt Numbers are determined with a single entity or multiple entities.

Generate a Tax Receipt for an In-Kind Donation

Learn how to generate in-kind receipts.

Generate an Individual One-Time Tax Receipt Record

Learn how to generate a single one-time receipt off the Opportunity record.

Grant Access to Cascadia Receipting Users

Learn how to provide permission access for Cascadia Receipting Users in your Salesforce org.

How to Export Tax Receipt Information for Auditors

Find out where to access an auditor friendly report with a list of all your Tax Receipts, including voided and replacement receipts.

Recipe: Set up In-Kind Receipts

Learn how to configure Cascadia Receipting to receipt in-kind donations.

How to Set Up Multiple Entities

Learn how to set up Multiple Entities, including creating new receipt prefixes/stacks.

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