There are a bunch of different ways that you can create and send receipts to your donors or revenue payees in Keela and we've got an article for each!
To make things easier, we've summarized each article here so that you can jump to exactly where you need to go whenever you need.
Create a Receipt for Single (Once-off) Payments
Example Scenario: I have a Contact who made a donation or revenue payment via cheque. I would like to create a receipt for them in Keela and either automatically send it via email or download it to my computer so that I can print it off.
Create a Receipt for Recurring (Multiple) Payments
Example Scenario: I have a Contact who has made several donations or revenue payments via Bank Transfers this year. I would like to create a single receipt for them that includes each payment. I would like to either send it via email automatically or download it to my computer so that I can print it off.
- Create a Cumulative Receipt for Multiple Donations
- Create a Cumulative Receipt for Multiple Revenues
Find out when the Cumulative Receipts for my Forms are being sent
Example Scenario: I have a Contact who requested a cumulative receipt when they submitted their recurring donation or revenue payment through my Keela Form. I'd like more details on how this works.
Download Keela Receipts
Example Scenario: I have created some donation or revenue receipts in Keela. I would like to download these to my computer so that I can print them out and send them to my Contacts via mail.
Cancel & Re-issue Receipts
Example Scenario: I have created a single donation receipt for a transaction but my donor has requested that they receive a cumulative receipt that includes this donation. I need to cancel the single donation receipt so that I can re-issue a cumulative one.
- Cancel a Receipt
- Refer to the above articles on creating receipts
Can I Bulk Send Outstanding Receipts?
Example Scenario: I imported several donation transactions into my Keela account and have not produced receipts for them yet. I would like to create and perhaps email receipts for each of these transactions with a couple of clicks.
Note: This tool is currently being built - head to the above article to read the latest updates!