Create a receipt step by step
Updated
Use this when you want to issue one donation receipt. Open Create a receipt. Fields marked with * are required.
1. Organization Information
- CRA Registration Number*: see Charity registration number.
- Organization Name*
- Organization Address*: address line 1, address line 2 (optional), city, province and postal code.
- Location Issued*: the city and province where the receipt is issued, for example Ottawa, ON.
- Organization Email*: a copy of the receipt is sent here.
- Organization Logo: optional.
- Authorized Signature*: upload an image or use Type to Sign. See Logo and signature.
If you are signed in, your last details are filled in for you. See Your account.
2. Donor Information
- Donor Name*
- Donor Address*
If you are signed in and paying with credits or a pass, you also see an option to email the receipt to the donor. You must tick a box to confirm you will keep your own copy.
3. Gift Information
- Gift Type: Cash Donation is the default. The other two are explained in Gift types.
- Gift Amount ($)*
- Gift Date* and Receipt Date*: see Receipt dates.
- Designation (Optional): up to 50 characters, for example "Building fund".
4. Receipt Options - Optional
- Language: English, French or Bilingual. See Receipt languages.
- Thank You Message (up to 300 characters), Thank You Sign-off and Thank You Signee Name (up to 120 characters each).
- Donation Website: the receipt gets a "Donate Again" link. A web address that starts with http is changed to https.
- Format for print (show QR code instead of button): appears after you enter a Donation Website.
Length limits
The receipt is one page, so some text has a limit. A counter such as 12/80 shows the length. Nothing is cut off as you type, and the PDF never cuts text. If you go over a limit the counter turns red and you can't continue until you shorten it.
- Organization Name: 80 characters. Location Issued: 40.
- Organization Address: the street line 50 characters, the unit line 25, and the city, province and postal code together 66.
- Donor Name: 50 characters.
- Donor Address: 100 characters in all (street, unit, city, province and postal code together), so a long city name is fine if the street is short.
- Designation (Optional): 50 characters.
5. Generate
If you are not signed in, click Generate Receipt. The PDF downloads.
If you are signed in, click Preview Receipt to check how it looks, then click Generate Receipt in the preview. A preview costs nothing.
When it works, you see Receipt Generated! and the PDF is in your downloads. A copy goes to your Organization Email.
If something goes wrong
- Authorized signature is required or Email address is required: fill in that field and try again.
- Daily limit reached: the free receipt for that registration number is used up for today. See Free tier.
- A message about credits: the receipt type or amount needs credits. See Credits and passes.
Nothing is saved as a draft. If you close the tab before you generate, you start over.
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