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Signing in and what an account adds

Updated

You can make a cash receipt without an account. An account adds the features below.

Sign in

Click Sign In / Create Account in the Account & Credits box at the top of Create a receipt, Bulk or Correct. On the Credits page, click Sign In or Sign in to Buy. When you are signed in, the box says Welcome back!, shows your credits, and has your account menu.

What an account adds

  • Credits and passes. You buy them while signed in. See Credits and passes.
  • Non-cash gifts and the Option B statement. Non-cash gift is disabled, and Option B is hidden, until you sign in. See Gift types.
  • Bulk. It needs an account and credits or a pass. See Bulk receipts.
  • Corrections. They need an account and cost 2 credits, or are covered by a pass.
  • Preview Receipt. You see how the receipt will look before you generate it. A preview costs nothing and isn't counted as a receipt.
  • Saved organization details. After each receipt, your details are saved and filled in next time. See below.
  • Saved logo and signature. See Logo and signature.
  • Email to the donor. It is available when the receipt is paid with credits or a pass.

Saved organization details

After each successful receipt, these are saved: EIN, organization name, address, location issued, organization email, thank-you message, sign-off, signee name, donation website and your IRS acknowledgment choice. The next time you open Create a receipt signed in, the form is filled in for you. If you have already started typing, it doesn't overwrite what you typed.

Donor details and gift amounts are not part of these saved details, so they are never filled in for you. The short record kept for each receipt does hold the donor name and gift amount. See What we keep.

What an account doesn't add

An account is not a record of your receipts. There are no saved drafts and no list of past receipts, and the site can't re-download a receipt for you. See What we keep.

If something goes wrong

  • The form isn't filled in after I sign in. Details are saved after you generate a receipt while signed in. A first-time account starts empty.
  • My credits don't show. Wait a moment and reload. The balance is in the Account & Credits box.
  • I can't choose Non-cash gift or Option B. Make sure you are signed in, then check you have credits or a pass.
  • The sign-in code doesn't arrive. See Sign-in problems.

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