Fundraise Up by default provides beautiful, clear, PDF receipts to your donors, attached to your Receipt email templates and available from your Donor Portal.
Fundraise Up, by default, sends a PDF Receipt attached to all transaction emails.
For example, all one-time and recurring donations (and their installments) will have the receipt attached, as long as the corresponding Receipt email is sent at all and Receipts are enabled.
You can customize, preview, and bulk-download the PDF receipts your Account provides right from the dashboard by going to Settings, and then clicking Receipts from the left-hand menu.
- Understanding the Receipt
- Customizing the Receipt
- Downloading past years' Receipts
- Disabling the PDF Receipt
Please be aware that the PDF receipt will be provided in the “Default language” set for your account under Localization settings!
Understanding the Receipt
To preview your PDF receipts as they'll appear currently, click the Show Preview button at the bottom of the PDF Settings section.
Your Organization Details
Here we will display your organization legal name, phone number, email address and mailing address as indicated in your Organization Settings section of the dashboard.
You can upload a single logo that will be used for all receipts from your account.
The receipt will always show the donors name and email address. If provided, we will also show their mailing address and telephone number.
On Behalf Of
If the donor chooses to enter details for On Behalf Of, this will appear here i.e. their company name.
This will show the total amount the donor paid. If there is a Benefit Amount, that will be shows as well, and deducted from the donation amount.
Donation Date and Date Issued
This will show the date of the donation, using the timezone of the organization. Some regions require both Date and Issued explicitly, hence the duplication.
This is a unique ID for this specific donation. You can use this ID to search for this transaction in Fundraise Up as well.
This is where you can upload a signature image and name. This is required in some regions.
Here is where you can add any other additional information, policies, disclaimers, etc.
Note: The receipt may vary slightly in other countries to meet local requirements.
Customizing the Receipt
Upload an image here that will appear on the receipt as your organization's logo. This can be different than the logo used in the rest of your Fundraise Up account.
Signature Image & Name
Upload an image file here (white background or transparent) of the desired signature. Enter the name below this as you would like it to appear on the receipt.
Edit the footer text as you would like it to appear. We've gotten you started with the basics that are fine for most organizations. Feel free to customize this however you like or see fit for your needs.
Don't forget to save your changes!
Downloading past years' Receipts
Below the editor for the Receipt, you'll find a section labeled Download Tax Receipts which contains zip folders for every year you've been taking donations through Fundraise Up!
The files in each zip file download are organized into folders by month, and each receipt's filename is YYYY-MM-DD [Donation/ReceiptID].pdf for easy reference.
Your donors can also easily download their own receipts
Disabling the PDF Receipt
At the very bottom of the Receipts page of Settings, there's an option to disable Receipts.
While Receipts are turned off, your Fundraise Up account will not generate PDF receipts for any new one-time donations, new recurring donations, or new donation installments of existing recurring plans. The "One-Time Receipt", "Recurring Receipt", and "Recurring Installment Receipt" can and likely should still be sent; they just won't include the PDF receipt attachment.