Configure donation receipts and the receipt number

This guide shows you how to set up donation receipts. You’ll edit the wording donors see, and — if you’re moving from another system — set the starting receipt number so your sequence keeps going without gaps.

Who can do this: Admins with the Finance role can set the receipt number. Editing the wording needs template-editing rights — the same access used for billing receipt templates.

Before you start

Receipts are sent after every settled gift. You don’t need to set anything up to start sending them. The defaults work out of the box.
The tax-deductible wording is advisory. It does not certify that your receipt meets any tax rules. Confirm your own requirements with your accountant.
The receipt-number seed can be set once only. Set it before your first gift if you’re continuing a sequence from another system.

Steps

These steps set the wording donors see on their receipt.

Go to the Receipt settings page. The admin sidebar has no donations entry yet, so open the page by its address: /admin/donations/receipt-settings.
In the tax-deductible copy card, edit the Email subject.
In Nonprofit boilerplate, enter your standard receipt language. Include your registration number, your charitable status, and a thank-you line.
Turn on Include tax-deductible language to add advisory tax wording.
Turn on Include fair-market-value line if a gift gave the donor something of value in return, such as a gala ticket.
Select Preview receipt to see it with sample data.
When it looks right, select Save template.

This is the same donation receipt template you can edit from Billing, under Receipt templates. Changes you save here apply there too.

Seed the receipt number (one time only)

Do this only if you’re continuing a receipt sequence from another system.

In the receipt-number card, select Seed sequence.
Enter an optional Prefix, such as your year.
Enter the Next number to continue from.
Confirm. From now on, receipt numbers are assigned for you and can’t be changed.

Verify

You’ll know the wording saved when a confirmation shows and the card displays your saved values. After you seed the number, the card shows the seeded date and the seed option is gone. That’s expected — the number can be set only once. Use Preview receipt any time to check the wording before your next gift.

If something goes wrong

“Must be at least the number of receipts already issued” — your starting number is lower than the count you’ve already sent. Enter a higher number.
The Seed sequence button is gone — the sequence is already seeded. It can be set only once, so there’s nothing more to do here.
“Donation receipt template not set up yet” — the template lives in Billing, under Receipt templates. Select Open receipt templates to set it up.
Preview receipt is grayed out — you don’t have billing access, which the preview needs. You can still save the wording. Ask an admin with billing access to preview it.
“This preview link has expired” — select Preview receipt again for a fresh preview.