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.
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
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;
At the top right use either the Print or Email links to send the paid invoice form to your customer/donor.
Hope this helps.