Receipting

Generating a Combined (Batch) Section 18A Tax Certificate from Multiple Receipts

Oftentimes, your donors will contribute to your organisation on a regular basis throughout the year. In this case, you may want to issue one Section...

Creating a New Receipt

You can add a receipt by going into the Donor’s profile and clicking on the Add receipt on the top right of the page. Alternatively, you can visit...

Deleting a Receipt

How to Void (Delete) a Receipt Note: If a section 18A certificate has already been issued for a receipt the receipt cannot be deleted.  In...

Managing Your Message Templates

When modifying your emails for the receipts go to your Settings section and click on the Templates tab.  Here you can edit the existing email templates...

Generating Financial (Receipt) Reports

Sometimes organisations would like the option to view an entire breakdown report of all their receipts. To generate a report visit the reports page by...

Generating a Section 18A Tax Certificate

Some Donors may request Section 18A tax certificates to be issued as this enables them to save donation tax on their donations. In order to...

How to list and view deleted receipts

When you’re ever in a situation where you need to find a receipt that has been revoked you can go to the receipts page and...

Modifying an existing receipt

How to edit a receipt: In the event that you captured the information wrong on the receipt and just need to change it, you can...

How to setup the CSV uploader settings

CONTENTS 1. Setting up First, you need to go to your settings page to set up your “CSV Receipts Uploader”.  To get to your settings...

Receipt Types

Sometimes there may be a multiple types of receipts an organization may create for different purposes e.g. Donations, Raffle sale, Tithes, Zakaat etc. ActiveDonor enables...

Uploading donation receipts via CSV

CONTENTS 1. Introduction The CSV uploader is a great way to upload bulk transactions, thus making it the faster and more efficient way to create...

Searching for Receipts

You can search for any receipt by visiting the receipt page and using the search bar above the receipt table. ActiveDonor will refresh the search...

Viewing all Receipts for a Donor

In order to to view all of a donor’s receipt first go the donor’s profile, scroll down to the bottom of the page and click...