Help center

Step-by-step answers for making and correcting charity receipts.

Getting started

Single receipts

  • Create a receipt step by step

    Every section of the Create a receipt form in order, which fields are required, and what happens when you generate the PDF.

  • Gift types, IRS statements and credits

    Cash, non-cash and IRS Option B on the form, what each is for, which need an account and credits, and how bank transfers are handled.

  • Gift date and receipt date

    What the Gift Date and Receipt Date fields mean, how they are filled in, and how they print on the receipt.

  • Logo and signature for your receipts

    The signature is required and the logo is optional. How to upload or type them, which image formats work, and how signed-in users save them for next time.

  • Your EIN and how to enter it

    The EIN is your organization's 9-digit Employer Identification Number. The format the form expects, where it prints on the receipt, and the mistakes to check for before you generate.

  • Non-cash (gift-in-kind) receipts

    How to receipt a donated item, why the receipt describes it instead of valuing it, what the form asks for, and what it costs. Sign-in and 2 credits needed.

  • Option B receipts (goods or services provided)

    How to receipt a gift where the donor received goods or services in return, what value and description to enter, what the receipt shows, and what it costs. Sign-in and 2 credits needed.

Bulk receipts

  • How bulk receipts work

    Make many cash receipts in one go, either by pasting up to 100 rows or by uploading a spreadsheet of up to 2,000. What each way does, what it costs and which one to choose.

  • Paste rows for bulk receipts

    Fill in the organization details, paste donors into the grid, generate, and download a ZIP of PDFs. Includes the row limits, Option B rows and what happens if a row is wrong.

  • Upload a spreadsheet for bulk receipts

    Upload a spreadsheet of up to 2,000 donations, map the columns, review every row, then let it run in the background. Covers IRS statements, stopping, resuming, results.csv and Recent uploads.

  • Prepare your spreadsheet for Bulk upload

    The columns, IRS statement and amount and date formats, file types and size limits for Bulk upload, plus the most common warnings and errors you will see when you review your rows.

Corrections

  • Correct a receipt

    To fix a receipt you already issued, make a new one that replaces it. You enter the original receipt number and a reason. What the new receipt shows, what it costs and what it doesn't do.

Emailing donors

  • Email receipts to donors

    How to email a receipt straight to the donor on Create, Correct, pasted Bulk or file upload. It needs credits or a pass and a tick box. Covers limits, bounces and what is kept.

Credits and account

  • The free daily receipt

    Each EIN gets 1 free cash receipt a day for gifts up to $10,000 USD, with no sign-in. What counts, when it resets, and what needs credits.

  • Credits and passes

    What each receipt type costs in credits, the credit packages and the two Unlimited Passes with their prices in USD, how to buy, and where to see your balance.

  • Signing in and what an account adds

    You can make a free cash receipt without an account. Signing in adds credits and passes, Bulk, non-cash and Option B receipts, receipt preview, and saved organization details.

Receipt rules

Troubleshooting

  • Sign-in problems

    What to do if the sign-in code doesn't arrive, you can't see your credits, or you signed in to the wrong account. Explains why the .com and .ca sites have separate accounts.

  • Payment and credit problems

    What to do when a card payment is declined, your credits or pass don't show after you pay, or you need a receipt for your purchase. Covers refunds and the .com and .ca sites.

  • The PDF or ZIP didn't download

    What to check when your receipt doesn't download or won't open. Covers blocked downloads, finding the file, phones and tablets, and what to do if you lost the file.

  • Form error messages and how to fix them

    The messages you can see on Create a receipt, Bulk and Correct, what each one means and how to fix it.