To generate a donation receipt for a donor, simply click the "Download Receipt" button on the donations page in the charity area. Here's a summary of the process:
Important Highlights:
Charities can access copies of receipts for shekel donations made via credit only, due to the handling of other donation types through separate funds (Keren Asor Fund, Mizrachi Canada, and UK Toremet).
Donors can independently generate copies of their receipts in their area.
How to Generate Receipts:
Method 1 - Donations Page:
Access the donations page on the left side of the charity area.
Locate the desired donation using the search bar and filters.
Click on the arrow button on the right.
Click on the receipt icon to download it.
The receipt will be downloaded as a PDF file to your computer for distribution or accounting purposes.
Method 2 - Income Report:
Navigate to the Analytics page on the right side of the charity area.
Click on the arrow button above the data table to download a revenue report in CSV format.
Once downloaded, find the links to download receipt copies in the AL column labeled "Receipt Copy."
Copy the link to your browser and press Enter to automatically download the receipt as a PDF file.
With these straightforward steps, associations can efficiently generate and provide donation receipts to donors upon request.