Springly automatically generates tax receipts, invoices, and payment receipts, and makes it easy to send them to your members. These documents are also available in each member's private space, saving you valuable time!
This article covers the different scenarios and ways to send these documents:
- Enable receipt and document sending
- Online transactions: the person registers themselves through a form
- Offline transactions: the person is added manually
- Bulk send issued tax receipts
Enable receipt and document sending
Tax receipt and invoice sending is not enabled by default. To automatically send these documents, you first need to turn on the option under Settings > Tax Receipts and Invoices.
For more details, check out our dedicated article: Configure the issuance of tax receipts, invoices, and payment receipts
Online transactions: the person registers themselves through a form
The person pays by credit card
If someone registers through your form and pays by credit card, they will automatically receive whichever document you have enabled (payment receipt, invoice, or tax receipt). The tax receipt is sent in a separate email, a few minutes after the confirmation email.
The person uses an offline payment method: check, cash, or other
If someone registers through your form and pays by check, cash, or another offline method, they can download a "participation slip" for their transaction. This document is available once the order has been placed. They simply need to click the "Return to site" link, which redirects to the confirmation page.
Simply click the "Download slip" button to retrieve it.
This slip confirms that the order has been placed. It serves as a reminder to your member that payment is still due, since the payment has not yet been recorded as received by the nonprofit.
The enabled document (payment receipt, invoice, or tax receipt) will only be sent once the full payment has been recorded by the nonprofit. Again, the tax receipt will be sent in a separate email, a few minutes after the payment confirmation email.
Offline transactions: the person is added manually
When you manually add people to your forms and ticketing, a document will always be generated. However, it will only be sent if you check the "Send a document by email" box.
Note: under Settings > Forms and Ticketing, if you enable the sending of a confirmation & sign-up document, the "Send a document by email" box will be checked by default when adding someone manually. See this article for more information on advanced form settings.
Bulk send issued tax receipts
At tax time, your donors will likely ask you for their tax receipts for donations made over the past year.
The good news: you can resend them in just two clicks, along with a summary of their donations.
From your platform, go to Settings > Tax Receipts and Invoices.
This page gives you access to the "Bulk actions on issued tax receipts" section, available via the View button on the right side of your screen.
You have two options:
- Export all tax receipts generated by your platform between two dates;
- Email your donors a summary of their donations for a given year along with the corresponding tax receipts.
This option saves you significant time.
Please note that it is not possible to send this summary for a current year.
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