Custom Receipts
Branded, compliant receipts.
Design receipts and annual statements that look like you, with every required field checked before you publish.
Start your way
Start from a template, or your own.
Begin with a ready-to-publish IRS template, a blank page, or the Word receipt you already use.
- An IRS template with every required field
- Upload your existing receipt from Word
- Single-gift receipts and annual statements
Compliance built in
See what’s missing before you publish.
Every template shows whether it includes the fields your jurisdiction requires, and merge fields fill in the donor, gift, and organization details.
- A compliance check on every template
- Merge fields for donor, gift, and organization details
- Quid pro quo statements generated from the gift
Numbering and signatures
Official details, set once.
Receipt numbers run in sequence with your own prefix, suffix, and tax year, and your authorized signature prints on official receipts.
- Consecutive numbering you control
- The tax year inserted automatically
- US and Canadian (CRA) receipting details
See Custom Receipts in action.
Book a demo and we'll walk through the whole platform on your data.