Upload External Tax Receipts | Voters

Upload External Tax Receipts

complete

Isaiah Stearley

We generate our tax receipts through DonorPerfect. However, it would be awesome to be able to mass upload them to GC once they are ready and have them matched to donor's profiles using DP Donor ID. This way our donors could access their tax receipts through GC as well.

January 23, 2023

Josh Bloomfield (CEO)

marked this post as

complete

It's ALIVE 🚀

https://help.givecloud.com/en/articles/9169836-donorperfect-tax-receipts-in-donor-portal

Josh Bloomfield (CEO)

marked this post as

in progress

We're VERY close to pushing this update live.  We have one organization testing it.
Any others want to give it a shot?
--
This feature essentially uses DP-data ONLY to populate the donor portal, and will show DP tax receipts.
You will need to form your tax receipt template in GC to match your DP template.
You will still be able to receipt instantly from Givecloud as well.  Best of both worlds!

Josh Bloomfield (CEO)

marked this post as

planned

We are a feature that allows your donors to access their tax receipts from DonorPerfect through your DonorPortal.

This means that Givecloud's tax receipting would remain disabled and your donors would view the receipts you create from DP - both individual and consolidated.

GC Admin

Merged in a post:

The ability to show a "copy" of DP-generated tax receipts in the donor portal (WIP)

GC Admin

The ability to show a "copy" of DP-generated tax receipts in the donor portal (WIP)------ GCLD-1737

June 7, 2023

James Thompson

Great suggestion! This would be awesome

Shamandeep Singh

Wonderful suggestion.

Voted.