Help center

Step-by-step answers for making and correcting charity receipts.

Getting started

Single receipts

  • Create a receipt step by step

    Every section of the Create a receipt form in order, which fields are required, and what happens when you generate the PDF.

  • Gift types and which need credits

    The three gift types on the form, what each is for, which need an account and credits, and how e-transfer donations are handled.

  • Gift date and receipt date

    What the Gift Date and Receipt Date fields mean, how they are filled in, and how they print on the receipt.

  • Logo and signature for your receipts

    The signature is required and the logo is optional. How to upload or type them, which image formats work, and how signed-in users save them for next time.

  • Your charity registration number

    The format of the CRA registration number the form asks for, where it prints on the receipt, and the mistakes to check for before you generate.

  • Receipt languages and the site language

    How to make an English, French or bilingual receipt, and why the receipt language is separate from the language the website is shown in.

  • Gift-in-kind receipts

    The fields on the gift-in-kind form, how Fair Market Value is filled in, the valuation choices, and what the receipt prints. Sign-in and 2 credits needed.

  • Gift with advantage (split) receipts

    How to fill in a gift with advantage receipt, how the eligible amount is worked out, the 80 percent limit, and what the receipt shows. Needs sign-in and 2 credits.

Bulk receipts

  • How bulk receipts work

    Make many cash receipts in one go, either by pasting up to 100 rows or by uploading a spreadsheet of up to 2,000. What each way does, what it costs and which one to choose.

  • Paste rows for bulk receipts

    Fill in the organization details, paste donors into the grid (several columns at once), generate, and download a ZIP of PDFs. Includes the row limits and what happens if a row is wrong.

  • Upload a spreadsheet for bulk receipts

    Upload a spreadsheet of up to 2,000 donations, map the columns, review every row, then let it run in the background. Covers stopping, resuming, results.csv and Recent uploads.

  • Prepare your spreadsheet for Bulk upload

    The columns, amount and date formats, file types and size limits for Bulk upload, plus the most common warnings and errors you will see when you review your rows.

Corrections

  • Correct a receipt

    To fix a receipt you already issued, make a new one that replaces it. You enter the original receipt number and a reason. What the new receipt shows, what it costs and what it doesn't do.

Emailing donors

  • Email receipts to donors

    How to email a receipt straight to the donor on Create, Correct, pasted Bulk or file upload. It needs credits or a pass and a tick box. Covers limits, bounces and what is kept.

Credits and account

  • The free daily receipt

    Each charity registration number gets 1 free cash receipt a day for gifts up to $10,000 CAD, with no sign-in. What counts, when it resets, and what needs credits.

  • Credits and passes

    What each receipt type costs in credits, the credit packages and the two Unlimited Passes with their prices, how to buy, and where to see your balance.

  • Signing in and what an account adds

    You can make a free cash receipt without an account. Signing in adds credits and passes, the other gift types, receipt preview, and saved charity details.

Receipt rules

NationBuilder

  • The NationBuilder integration

    What the NationBuilder integration does, who it is for, how it is paid for, and the short setup steps. The full guide and FAQ are on a separate page.

Troubleshooting

  • Sign-in problems

    What to do if the sign-in code doesn't arrive, you can't see your credits, or you signed in to the wrong account. Explains why the .ca and .com sites have separate accounts.

  • Payment and credit problems

    What to do when a card payment is declined, your credits or pass don't show after you pay, or you need a receipt for your purchase. Covers refunds and the .ca and .com sites.

  • The PDF or ZIP didn't download

    What to check when your receipt doesn't download or won't open. Covers blocked downloads, finding the file, phones and tablets, and what to do if you lost the file.

  • Form error messages and how to fix them

    The messages you can see on Create a receipt, Bulk and Correct, what each one means and how to fix it. Some messages appear in English even when the site is in French.