Bulk Process Tax Receipts

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Written by Nick Miles

Last published at: March 6th, 2020

After a donation is recorded in CommunitySuite, generate and send tax receipts (Thank Yous) to donors in bulk.

  1. Select Donations from the Home page.
  2. Click Thank Yous.
  3. Click Bulk Process.
  4. Check the box next to each donation that should receive a tax receipt / thank you letter.
  5. Scroll to the bottom of the page and select Print Receipts, Download Receipts, or Email Receipts.

Buttons

Print Receipts

This will initiate a background job at the top of the Thankyous page. Wait 2-3 minutes, then refresh your web browser and select the file link in the Recent Background Jobs window. A PDF document will open in a new tab in your web browser that you can print.

Download Receipts

This will initiate a background job at the top of the Thankyous page. Wait 2-3 minutes, then refresh your web browser and select the file link in the Recent Background Jobs window. A Microsoft Word document containing the tax receipts will download to your computer's downloads folder.

Print Envelopes

This will generate a PDF document in a new tab, that contains formatted envelopes for each donation.

Print Labels

This will generate a PDF document in a new tab that contains mailing labels for each donation. 

Email Receipts

This will email a tax receipt to the donor profile that made the donation. If the donor profile does not have an email address listed; they do not have an email address marked as Primary, or if their profile is set to Do Not Email, you will need to edit the profile and try again. 

Mark as Sent

This will remove the donations from the list of Unsent Thank Yous and indicate that the tax receipt (Thank You) was sent.


Note

Print the Thank You Letter(s) by hovering your cursor in the upper-right corner of the screen and click the Printer icon.

  • If you are printing directly from Google Chrome, uncheck Fit to Page in the print preview window.
  • If you are printing from Adobe PDF Viewer, select Actual Size in the print preview window.


Example Receipt (8.5"x11")