Have you ever wished for a magic genie to create and send all of your outstanding receipts in one giant swoop? Then look no further, my receipting friends.
The bulk receipting tool can be used to issue receipts for multiple donations, from multiple Contacts, automatically! You can use it to issue new receipts for any payments that have have no receipt issued already.
Read on to learn how to use this feature and some often asked questions to help you understand how you can leverage your very own in-built genie!
Click on Fundraising > Click on the Receipts Tab > Click on Unreceipted Transactions to get started.
Detailed Tutorial (37 mins)
Love to see the nitty-gritty details on how something works? Then this is the training video for you - grab an in depth understanding of each step of the bulk receipting process along with some useful tips and tricks!
Quick Tutorial (9 mins)
Want to get an overview of how the process works and then figure the rest out by "doing"? We love! Check this video out to see the major steps/components of the process to get you started on your receipting adventure.
Frequently Asked Questions (FAQ)
Can I use the bulk receipting tool to resend receipts?
The bulk receipting tool is designed to create and send receipts out. If you've already created a receipt for a donation, you can download it from your Contacts' profiles and send it from there, too.
Where can I customize the Receipt or Receipt Thank You Letter?
The receipt and receipt letter used for your bulk receipts is pulled from your Receipt settings. You can learn more about where to find this and how to update it here.
What if my Contact requested a cumulative receipt through a Keela Donation Form?
This was sent automatically by the system on January 4th. Learn more about it in our article here.
What happens to transactions that I mark as "Ignored"?
They will be permanently removed from the Receipting tab. If you change your mind, you can still issue receipts for these within the Contacts' profiles. Learn more about this here.
Important Note: We'll be introducing the ability to move Ignored transactions back into the Unreceipted Transactions screen in the future. Stay tuned!
Why can't I use the Bulk Receipting Tool for donations that already have a receipt?
The Bulk Receipting tool is designed to create receipts in bulk, for multiple donors at once. It is not compliant to create a receipt for a donation that already has a valid receipt existing. If you created the receipt in error, you can always cancel the receipt and re-issue a bulk receipt! If you would like more information about donation receipt regulations, we recommend speaking to your tax professional.
I received an error when I was using the tool.
Errors occur when your donations are missing the information that Keela requires to either approve a receipt or send a receipt. Check out the Detailed Tutorial video for a demonstration for how to troubleshoot these scenarios (timestamps included below)
- 11:45 - What to do if you receive an error when you are approving transactions in the Unreceipted Transaction screen
- 23:28 - What to do if you receive an error when trying to create and email receipts in the Approved Donations screen
- 27:15 - What to do if you receive an error when trying to create and print receipts in the Approved Donations screen
How can I switch the year that I'm viewing transactions for?
Click on the "Year" dropdown menu > Select the Current Year or Previous Year (depending on which option you'd like to look at!)