It's that time of year again (HOW?? I'm still dreaming about pumpkins and crunchy leaves)!
If you've taken advantage of a Keela Donation Form, you might find yourself with a bunch of donors or payees who signed up for scheduled recurring transactions via your form. And of those recurring donations or revenue payments, some of your Contacts might have selected to receive a cumulative receipt automatically at the end of the year.
What is a Cumulative Receipt (via a Keela Form?)
A cumulative receipt is a receipt that contains all of the gifts that a donor (or payments, for if you're talking about revenues) made throughout the year. It's particularly useful for those folks who give on a regular basis.
When creating a Donation or Revenue form, you can turn on an option that lets your Contacts choose how they'd like to receive their receipt.
Here's how the option looks in your form's Setup Tab:
Once this option is turned on for a form, your Contacts will be able to choose their receipt method from a dropdown menu before submitting their payment.
Here's how it looks on a form:
Note: The option for a recurring receipt will only display when the Monthly option is selected.
When will my Donors or Payees receive this receipt?
Great question! This depends on where your organization is located.
- Canada and the USA - January 4th
- Australia - July 5th
- New Zealand - April 5th
How will my Donors or Payees receive this receipt?
So on the above dates, Keela will preform two actions automatically:
- Cumulative Receipts will be produced for any Contacts who selected this option when completing a form. These receipts will be uploaded to your Contacts profiles.
- Emails with Cumulative Receipts attached will be sent to all of these Contacts.
What if my Donors or Payees didn't choose this option?
If your Contacts did not choose the "Send me an annual cumulative receipt at the end of the year" option when submitting their donation, then they will receive a single receipt for each transaction.