How bulk receipts work

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Bulk makes many donation receipts at once. You enter your organization's details one time, give one row per donation, and download the PDFs together in a ZIP file. Open Bulk from the menu.

Before you start

  • Sign in. Bulk isn't part of the free daily receipt.
  • Have credits or a pass. A cash receipt costs 1 credit. While a pass is active, Bulk uses no credits. If you have neither, the page shows No Credits Available. See Credits and passes.
  • Have your signature ready. Authorized Signature is required. The logo is optional.
  • Cash gifts only. Gift-in-kind and gift with advantage receipts are made one at a time on Create a receipt. See Gift types.

Two ways to add your donations

Under the organization details there are two tabs.

Paste rowsUpload a file
Where the data comes fromCopied from a spreadsheet, several columns at a timeAn .xlsx or .csv file
Most rows1002,000 (file up to 5 MB)
When it runsWhile you wait on the pageIn the background, in batches of 100
CheckingYour rows are checked when you click generate, and each problem is listed by row numberEvery row is checked before any credit is used
What you getOne ZIP that downloads straight awayZIP files and a results.csv, kept for 30 days
If you close the pageYour browser asks you to confirm first. Receipts already being generated are not stoppedThe run carries on

Use Paste rows for a short list. Use Upload a file for anything longer. See Paste rows for bulk receipts and Upload a spreadsheet for bulk receipts.

What is the same in both

  • The organization details apply to every receipt in the batch: registration number, name, address, location issued, receipt date, language, logo, signature and the thank-you options. If you are signed in, your saved details are filled in.
  • You also enter an Organization Email. Pasted Bulk sends a copy of the ZIP there. File upload emails you when the run finishes, with the receipts attached if they are small enough and a link to the upload if not.
  • Each receipt is a separate PDF with its own receipt number. The ZIP also has a text summary listing the receipt numbers.
  • A receipt that fails is not charged.
  • You can email each donor their receipts. See Email receipts to donors.

Corrections

There is no bulk correction. Correct one receipt at a time. See Correct a receipt.

Storage

Pasted Bulk keeps no PDFs. File upload keeps your rows and PDFs for 30 days. See What we keep.

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