One of our favorite things about the Keela system is our Receipts! You can create Receipts for Donations, Revenue Payments (non-donations financial gifts) and Memberships. You can customize these with your own branding and even send them out automatically!
In this article we're going to take a look at all of the different kinds of receipts that you can send in Keela and how the setup and customization process works.
What Receipts can I send from Keela?
Donation Receipts
What is a Donation Receipt?
- Compliant donation receipts that can be used by your donors for tax purposes.
- Can be sent automatically when a donation is made through an online Keela Donation Form (you don't need to do a thing!).
- Can be sent via email when a donation is manually logged in your Keela account by you or a team member.
- Can be downloaded as a PDF document and printed directly from your computer if you'd like to send it out via mail.
What types of Donation Receipts are there?
One-time Donation Receipts for single donation payments
- For donors who make a single, once-off donation payment to your organization (not an ongoing donation).
- These are created automatically for any donations that are submitted by a donor through an online Keela Donation Form.
- These can be created and emailed or printed for donations that are manually logged in your account.
Recurring Donation Receipts for ongoing donation payments
- For donors who make a recurring/ongoing donation payment to your organization (Monthly, Quarterly, Annually etc).
- These are created automatically for any Monthly donations that are submitted by a donor through an online Keela Donation Form.
- These can be created and emailed or printed for recurring donations that are manually logged in your account.
Cumulative Donation Receipts for multiple donation payments
- A single receipt that contains serial numbers of multiple donations that a donor made in your financial year.
- For donors who have made more than one single donation payment throughout the year and have not received receipts for these yet.
- You can generate a bulk receipt for multiple donors at once.
- Donors who are making a recurring/ongoing donation payment through an online Keela Donation Form can opt-in to receive a cumulative donation receipt at the end of the year.
- When manually logging a new recurring donation in Keela, you and your team members can choose for a cumulative receipt to be issued for this donation series at the end of the year.
Revenue Receipts
What is a Revenue Receipt?
- A payment transaction receipts that cannot be used as a donation receipt - it is for record purposes only.
- Can be sent automatically when a revenue payment is made through an online Keela Revenue Form (you don't need to do a thing!).
- Can be sent via email when a revenue payment is manually logged in your Keela account by you or a team member.
- Can be downloaded as a PDF document and printed directly from your computer if you'd like to send it out via mail.
What types of Revenue Receipts are there?
One-time Revenue Receipts for single revenue payments
- For contacts who make a single, once-off revenue payment to your organization (not an ongoing revenue payment).
- These are created automatically for any revenue payments that are submitted by a contact through an online Keela Revenue Form.
- These can be created and emailed or printed for revenue payments that are manually logged in your account.
Recurring Revenue Receipts for ongoing revenue payments
- For contacts who make a recurring/ongoing revenue payment to your organization (Monthly, Quarterly, Annually etc).
- These are created automatically for any Monthly revenue payments that are submitted by a contact through an online Keela Revenue Form.
- These can be created and emailed or printed for recurring revenue payments that are manually logged in your account.
Cumulative Revenue Receipts for multiple revenue payments
- A single receipt that contains the amount, date and transaction number of multiple revenue payments that a contact made in your financial year.
- For contacts who have made more than one single revenue payment throughout the year and have not received receipts for these yet.
- Donors who are making a recurring/ongoing revenue payment through an online Keela Revenue Form can opt-in to receive a cumulative revenue payment receipt at the end of the year.
- When manually logging a new recurring revenue payment in Keela, you and your team members can choose for a cumulative receipt to be issued for this donation series at the end of the year.
Membership Receipts
What is a Membership Receipt?
- A payment transaction receipts that cannot be used as a donation receipt - it is for record purposes only.
- Can be sent automatically when a membership subscription payment is made through an online Keela Membership Form (you don't need to do a thing!).
- Can be sent via email when a membership subscription payment is manually logged in your Keela account by you or a team member.
- Can be downloaded as a PDF document and printed directly from your computer if you'd like to send it out via mail.
What types of Membership Receipts are there?
One-time Revenue Receipts for Membership Subscription Payments
- The Membership Receipts are exactly the same as your Revenue Receipts as they are a transaction record of a payment only (cannot be used for donations).
- They are single revenue receipts that are sent when a member subscribes to your Memberships through an online Keela Membership Form.
- They are single revenue receipts that are sent when a member is subscribed to one of your Memberships manually by you or a team member.
What do these Receipts look like?
No matter if it's for a single payment, a recurring payment or a renewing membership, the receipts will always look the same. Here's some examples of how they look:
What's Next?
Let's get your Receipts set up and customized with your branding. Head over to our Setting up your Receipts article here.