How bulk receipts work
Updated
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 rows | Upload a file | |
|---|---|---|
| Where the data comes from | Copied from a spreadsheet, several columns at a time | An .xlsx or .csv file |
| Most rows | 100 | 2,000 (file up to 5 MB) |
| When it runs | While you wait on the page | In the background, in batches of 100 |
| Checking | Your rows are checked when you click generate, and each problem is listed by row number | Every row is checked before any credit is used |
| What you get | One ZIP that downloads straight away | ZIP files and a results.csv, kept for 30 days |
| If you close the page | Your browser asks you to confirm first. Receipts already being generated are not stopped | The 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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