Receipting
Generate automated, customised receipts for every donation and ticket purchase, ensuring compliance and supporter satisfaction.
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Make Every Receipt Meaningful
Customisable Receipt Templates
Personalise your receipt templates to match your organisation's personality by adding your logo, colours, and custom messaging to keep your brand front and centre
Dynamic Content Fields
Automatically populate receipts with custom information like donor names, campaign details, or unique donation purposes, to make each receipt feel personal, not generic.
Custom Fields
Want to include a special note or campaign info on the receipt? With custom fields, you can add extra details that make each receipt feel a little more personal.
Effortless Automated Receipting
Automated Delivery
Donors appreciate quick responses. Payments2us allows you to send receipts straight to their inbox as soon as the donation is processed. It’s a simple way to say "thank you" right away.
Seamless Integration
receipts are generated automatically whenever your donors make a contribution. No more manual entry or chasing down data – just receipts that work like magic.
Scheduled Batch Receipting
Save time by setting up scheduled batch receipts for recurring donations or large campaigns. Automate the process to ensure donors get timely acknowledgments, even during busy periods.
Stay Compliant and In Control
Annual statements/ EOFY Receipts
Make tax time stress-free by providing donors with a consolidated End-of-Financial-Year receipts. It’s an easy way to summarise their giving, ensuring they have everything they need for tax deductions.
Compliance Made Easy
We’ve built compliance right into the system, so you can feel confident that your receipts meet all the legal requirements without having to double-check everything.
Track Every Step
With a complete audit trail, you can always go back and see exactly what was sent, to whom, and when. It’s peace of mind for you and your donors.
Tried & trusted by leading Nonprofits
Payments2Us has helped charities and organisations raise over $3 billion, cementing our position as the leading fundraising app on Salesforce.
Frequently asked questions
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Can Payments2Us issue receipts for both one-off and recurring donations?
Yes, Payments2Us supports receipting for both one-off and recurring donations. It automatically tracks each transaction and issues receipts according to your organisation’s policies, whether that’s after each donation or on a periodic basis. For regular donors, you have the choice of sending receipts after each charge, or sending a single annual statement.
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How are receipts generated and delivered?
Receipts are generated using Salesforce’s native tools and can be delivered via email or postal mail. You can automate the delivery process to ensure timely and consistent receipting, reducing manual workload and ensuring donors receive their receipts promptly.
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Can I customise the receipt templates in Payments2Us?
Absolutely! Payments2Us allows you to fully customise receipt templates within Salesforce. You can design receipts to include your organisation’s logo, personalised messages, donor details, and specific donation information, making each receipt a reflection of your brand.
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How does Payments2Us ensure compliance with tax receipting requirements?
Payments2Us is designed to help you meet various tax receipting requirements by allowing you to include all necessary legal and tax information in your receipts. You can also configure the system to comply with the specific regulations of different regions or countries.
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How does Payments2Us manage duplicate receipting?
Payments2Us includes safeguards to prevent duplicate receipting. The system tracks each transaction and ensures that a receipt is only issued once per donation, reducing errors and maintaining accurate records.
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How many statements can be sent out at once?
You can send out as many statements as you need, with no limit on the number imposed by Payments2Us.
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We have our own document generation AppExchange software. Can we use this with Payments2Us?
Absolutely! Can easily disable our receipts and replace them with your own receipt generation software for creating receipts.
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How can I track receipting activity in Payments2Us?
All receipting activity is logged within Salesforce, allowing you to generate reports and track which receipts have been issued, when they were sent, and whether they have been received by donors. This helps ensure transparency and accountability in your receipting process.