Receipt

How to customize the PDF receipt template in Fundraise Up

By default, a tax-compliant receipt PDF is included as an attachment in emails for one-time and recurring donations. Settings for the PDF receipt can be configured from the Dashboard.

PDF settings

The PDF receipt template can be customized to include custom images and text.

Header logo

This is the logo that will be displayed at the top right of the PDF.

  • Minimum resolution: 160 x 160px
  • Recommended resolution: 320 x 320px

Receipt ID

You can use the Receipt ID property to create a custom identifier by combining alphanumeric characters and predefined merge tags. This functionality enables you to match your organization’s existing receipt formatting structure or adhere to regulatory requirements within your locale.

Merge tags

You can combine up to six merge tags to create custom receipt IDs:

  • Year: The year the donation was made, formatted as a four-digit number
  • Month: The month the donation was made, formatted as a two-digit month number
  • Donation ID: The unique Fundraise Up identifier for the donation
  • Sequential number: A non-repeating sequential number beginning with 1.
  • Sequential number (annual interval): A numeric value based on a sequence that starts on the first day of a year and resets at the beginning of the next year. The sequence begins with 1.
  • Recurring sequential number (monthly): A numeric value based on a sequence that starts on the first day of a month and resets at the beginning of the next month. The sequence begins with 1.

Prefixes/postfixes

Because you can include alphanumeric characters for the Receipt ID value, you can add custom prefixes or postfixes to your identifier.

Example: [ORG] 0123, or 0123 [ORG]

Special characters

You can use special characters such as hyphens, brackets, or underscores, to create a custom format for your receipt identifier.

Example: Receipt_01234_06-2023, or MY-CHARITY_2-40_ABCDEDGH

Signature image

This image will be displayed above the signature name. In some regions, you maybe required by law to include a signature image on the receipt.

There are no resolution requirements for this image, but we recommend uploading a high-quality PNG image with either a transparent or white background.

Signature name

The signature name property is a text field where you can include the name of the person responsible for processing donations or managing the organization. Most organizations include the name and title of their CEO or executive director.

Footer text

The footer text property is a multi-line text area where you can include boilerplate legal and regulatory information. This text should be reviewed and modified as needed before accepting donations to ensure it meets any compliance requirements.

Download receipts

Each January Fundraise Up generates a downloaded zip file of all receipts generated during the preceding year. This enables your organization to maintain an official record of all charitable donation received throughout the year using Fundraise Up.

In Donor Portal, donors can also download zip files containing receipts for donations they have made during a given year.

Disable receipts

Though we do not recommend disabled PDF receipts, in cases where you have an existing process in place for issuing tax-compliant donation receipts, you can select the Disable Receipts button to prevent the platform from generating PDF receipts.

Country-specific formatting

Some countries have specific requirements for how donation receipts are formatted. Fundraise Up supports country-specific formatting for the following locales:

🇦🇺 Australia View example
🇨🇦 Canada View example
🇬🇧 United Kingdom View example
🇺🇸 United States View example

Localization

Receipts are issued in the default language set for your Fundraise Up account. You can configure your default language from the Localization page in Dashboard settings.

 

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