Receipts

The app makes 1 tax receipt for each payer for each tax year. The receipt lists the payer's tax-deductible payments.

Set up your receipt letter

This is for the treasurer. Do this once, before the first receipts.

Where. Receipts > Edit letter.

1. Fill Organization line, Address line 1 and Tax ID.
2. Fill Signatory name and Signatory title. This is the person who signs the receipts.
3. Press Upload signature. Choose an image of the signature.
4. Press Save letter.

The page shows Preview of the receipt letter. New receipts use this letter.

Send receipts for a year

Where. Receipts, then choose the year.

1. Check the list of payers. Each shows Received and Deductible.
2. A payer has no email? Add it in the directory or in QuickBooks. Or press Download PDF and give it by hand.
3. Press Send this receipt.

Reminders. A tax year must end first. For example: send 2026 receipts from January 2027.

A payment changed after you sent a receipt

A payment can change in QuickBooks after you send its receipt. The app marks that receipt CHANGED. It makes a new version.

1. Open the payer.
2. Press Send corrected receipt. Or press Download corrected receipt.

Send a receipt again

A member lost the email. Open the payer. Press Send receipt again.