Springly lets you automatically generate tax receipts, invoices, and payment receipts — and easily find or download them later. These documents are also available in each member's private account, which saves you time!
This article explains how to:
Find issued tax receipts, invoices, and payment receipts
You can pull up a list of all issued tax receipts and invoices at any time.
To do so, go to Settings > Tax Receipts and Invoices:
In the "View Issued Documents" section, click one of the View buttons:
You'll see a list of all invoices/credit notes and tax receipts generated by the platform over a given period. The available information is detailed below.
Invoices/Credit Notes
Available actions include:
- Filter documents by type — invoices or credit notes (use the dropdown to switch);
- Filter by date range;
- View a document via the Detail view (eye icon, at the end of the row);
- Open the related transaction;
- Open the related Form or ticketing page;
- Open the member's profile (if they are registered in your community).
Tax Receipts
Available actions include:
- View tax receipts for a specific year (use the dropdown to change the year);
- View a receipt using the eye icon;
- Open the related transaction using the ticket icon;
- Email the results to yourself.
Using "+ More filters", you can also filter by:
- date range;
- amount;
- associated contact (member of your community);
- receipt status (valid or canceled).
If members, donors, or buyers ask for their documents, let them know they can access everything on their own — no need to contact you. They just need to log in to their account and click on Purchases / Memberships / Donations.
To learn more about account access: Create a login / sign-up page
They'll find all the campaigns they signed up for and can access their documents directly.
Empowering them to self-serve saves you time — you no longer have to handle these requests yourself.
Bulk export issued tax receipts
At tax time, you and your donors may need tax receipts for donations made over the past year. Good news — you can retrieve them in just a couple of clicks!
Still on the Settings > Tax Receipts and Invoices page, find the "Bulk Actions on Issued Tax Receipts" section. Click 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 the year along with the corresponding tax receipts.
To learn more about sending tax receipts, see our detailed article: Send tax receipts, invoices, and payment receipts
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