Canadian Receipting in Virtuous

Canada has specific rules and regulations around non-profit receipting and it's important to know how to manage that process in Virtuous. In this article, we're going to dive into how you can use Virtuous while adhering to Canadian receipting guidelines.

Key Receipting Components:

1. Digitally signed PDF receipts (attached to email receipts)
2. Audit history of receipts on the donor record (including replacement receipts)
3. Exportable PDFs
4. Merge tags to include ReplacementReceiptID
5. Support for bulk receipting

Digitally Signed PDF Receipts

When sending an emailed receipt, you need to also be able to send a PDF version of that receipt that has been digitally signed. When building your email receipt template, you'll be able to select a paper mail template (PDF) to attach as part of the email. 

Audit History of Receipts on the Donor Record

Another aspect of Canadian receipting is the ability to show the history of a donor's receipts, including any replacement receipts. On a donor record, if you select giving, then receipts, you'll see a history of all receipts with the included receipt ID and replacement Receipt ID if one was issued.

Exportable PDFs

Once you have created a receipt from a gift, either through a query or through the receipting tool, a download of any mailed receipts will be created to print or save externally. You will also be able to do this for individual gifts on a contact record as well.

Merge Tags to include ReceiptID and ReplacementReceiptID

When building a receipt template in Virtuous you have the option to include a Receipt ID and a Replacement Receipt ID as merge tags in the template.

The Replacement Receipt ID will be handy for any templates used when resending receipts. 

Support for Bulk Receipting

Whether you're using the receipting function from a gift query or you're using the receipting tool, you'll be able to create receipts in bulk in Virtuous.

Keep in mind that if you're running statements (from a gift query), you'll have the options to receipt gifts that have already been receipted and gifts that have never been receipted.

To make sure a gift only gets receipted once, only generate receipts for UNRECEIPTED gifts.