Cash receipting

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  • Updated 8 months ago
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I have many donors who give regular cash donations.
I really don't want to raise an invoice for each one so I have been just entering the payment.
But I can't work out how I can print a tax receipts for them. They need it for tax purposes.
Is that possible?

Also, what would be really nice if I can print a tax receipt for the year as well which shows all donations received for each person for the year.

A can print a customer statement but that is not a tax receipt.
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Bob Hale

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Posted 8 months ago

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Sonia

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I would like to know the answer to that question also.

Hi Bob & Sonia

Use a Sales Receipt instead.  This records the "sale" (or donation in this case) as well as the "Receive Payment", in the 1 transaction. 

If you prefer, you can edit the template to remove unneeded fields &/or columns.  You can even re-name the form eg "Donation Tax Receipt".  If you've already uploaded a logo/customised another template that you use (eg Tax Invoice), you can actually "Duplicate" this & just edit the specifics according to your requirements.

You can find "Create Sales Receipt" in the middle of your Home screen or - if you prefer to use the menus - from your Customers dropdown menu.

NB  Once you're happy with your customised receipt, you can add it to your Icon Bar for easy re-access!  To do this:

  • With the Sales Receipt window open, click on View (in the toolbar along the top)
  • From the dropdown menu, select "Add ... to Icon Bar ..."
  • Select an icon from the LHS list, enter a relevant label name (eg "Rcpt") then click on "OK"

You can actually add ANY form/window/report to this Icon Bar which is great for your most commonly-used screens :)

  TIP:  Keep your label names as short as possible to prevent taking up too much space in your Icon Bar  


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Bob Hale

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Thanks for the reply Shaz.
Does this relate to Reckon One?
I don't have a Home screen or drop down menus.

My apologies Bob - I hadn't noted the specific category. 

No, unfortunately, I don't believe R1 has that level of functionality as yet.  Rav/Reckon, can you please confirm?

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John G, Information Support Analyst

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Hello Bob, Sonia, Shaz,

The workaround is to use the Tax Invoice anyway - it'll cost you a couple of clicks and give you all you want, all in one process.

Open a new Invoice and enter the minimum information needed in the header and the table;
Do not save it but click on the Receive Payment button - the system will offer to Save the invoice so accept it;
The payment section will open at the bottom so select a bank account and enter the amount of payment;
Click Save;
At the top right use either the Print or Email links to send the paid invoice form to your customer/donor.


Hope this helps.


regards,
John.
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Bob Hale

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I know it is just a couple of extra clicks, but I have maybe 100 donations a month of $5 or $10 each so it really increases the work considerably.
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John G, Information Support Analyst

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Understandable Bob.

The issue of printing receipts from Money Received transactions has been highlighted to our developers and will be reviewed for inclusion in a future update.  

regards,
John.