NPSP+ Knowledge Base
How to send annual receipts
Sending out an end-of-financial-year receipt is a great way to thank your regular donors and acknowledge how much their donations mean to your organisation. Your donors need an annual receipt to get tax exemption for their donations.
NPSP+ allows you to generate and send annual receipts via email or CSV export, this article will show you how it is done and cover the following items:
NPSP+ Settings
Recurring Donation
Annual Receipt
Bulk Receipting
NPSP+ Settings
Enabling Annual Receipting
We have added the option of Annual Receipting in the NPSP+ Settings page, when enabled this replaces the existing Recurring Donation Receipting tab on the Bulk Receipting Page.
By default the Financial Year Start Month is set to Company Information, you can override this on the NPSP+ Settings
Set Default Annual Donations Export Report
The Default Annual Donations Export Report is used for when the annual receipt is required to be printed for postal receipts and you need details like the Name, Total Donation Amount and Address to be used as merge fields.
Under Reports → NPSP+ folder, we have created a template report called Annual Receipts Export including the core fields:
Financial Year
Receipt Number
Total Amount
First Name
Last Name
Address
You can use the out-of-the-box NPSP+ report and add other relevant fields, alternatively, you can create your own report but the report type needs to be Contacts with Annual Receipts and Recurring Donation.
Recurring Donation
On the Recurring Donation object, we have added two new fields to the NPSP+ Package which you can add to your page layout:
Receipt Preference
This is a formula field that will query the Recurring Donor’s record for Email, Mailing Street Or Other Street:
If the Email is not blank we will return ‘Email’
If Mailing Street OR Other Street is not blank, we will return ‘Post’
Or else ‘None’ is returned
Please note: We won’t be able to generate an Annual Receipt record if the Receipt Preference is ‘None’ so please ensure you have an Email or Address on the Contact record. Or else you can use the Postal Receipt Only option to override the value to ‘Post’.
Postal Receipt Only
If this checkbox is checked, then we will override the Receipt Preference to 'Post'
Annual Receipt
The Annual Receipt object is a new object added to the NPSP+ Package, which is related to the Recurring Donation and will create a record from Bulk Receipting containing a summary of donations from the related Recurring Donation for the defined Financial Year.
Remember to add this as a related list on your Recurring Donation page layout in order to see it.
Field Label | Field Type | Details |
|---|---|---|
Recurring Donation | Lookup to |
|
Contact | Master-detail lookup to |
|
Issued Date | Date | Date the Annual Receipt is FIRST sent |
Status | Formula | IF Receipt Issued Counter > 1 = “Sent”, “Not Issued” |
Receipt Issued Counter | Number | Counts number of times the Annual Receipt has been emailed or exported |
Receipt Number | Auto Number | ANR - 00000 |
Financial Year | Text (read only) | Value is set when the record is created and cannot be modified |
Total Amount | Currency | Aggregates the related Closed/Won Opportunities on the Recurring Donation for the specified financial year. |
Bulk Receipting
Generate Annual Receipts
Once you have completed all the steps as indicated above, you are ready to start generating Annual Receipts on NPSP+ Bulk Receipting feature
When you select the Annual Receipting tab a modal will show on the screen to Generate Annual Receipts. Alternatively, when you click “Cancel” or “X” to close out the modal, you can resend annual receipts or send selected receipts to recurring donors, we will cover this later.
Select Financial Year
Select a send method
# | First option | Second option |
|---|---|---|
1 | Select Send according to the Receipt Preference specified on the Recurring Donation record and click Next This will generate the annual receipt record in the financial year selected in the step above and will display the email receipts to be sent and postal receipts to be exported. | Select Generate annual receipts and send later and click Next. |
2 | Receipts are sent according to the Receipt Preference set on the Recurring Donation, hence, we have two separate sections:
| Confirmation screen of receipts to be generated and financial year |
3 | Confirmation screen of receipts to be generated and sent
| Once confirmed, the annual receipts processor will commence generating and you will see a confirmation message at the end |
4 | Once confirmed, the annual receipts processor will commence generating and you will see a confirmation message at the end displaying the progress and result file |
|
Search and send annual receipts
When you close or cancel the modal to Generate Annual Receipts, you will be able to see the Annual Receipting search screen
Export
Annual Receipting search screen allows you to filter based on a range of filters such as Financial Year, Campaign, Contact and etc
When you use the Export Feature it will only export a standard Salesforce Report based on the Financial Year selected and all the related Recurring Donation records, it will not consider the filters applied or the individual annual receipts selected.
Email Receipts
Whereas, when using the Email Receipts function, all the filters and recurring donation record selected is taken into consideration.
Once you’ve selected the Recurring Donation records to be receipted and click “Email Receipts” a confirmation message will show confirming the email template and the number of emails to be sent.
Demo videos
Send according to the Receipt Preference specified on the Recurring Donation record
Generate annual receipts and send later
Export all Recurring Donation based on the Financial Year