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Send receipts for monthly recurring donations

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When a donor gives a recurring monthly donation, we create and store a receipt for every monthly charge. By default, though, we don't send those monthly receipts to the donor after the first donation. That's because you may not want to remind donors of their recurring donation every month. On the Monthly Receipts page you can turn on sending, so your donors get their receipt every month.

The page is available in charity accounts in every country. Fundraiser accounts don't have it.

Where do I find the Monthly Receipts page?

Go to Manage › Financials › Monthly Receipts. The page is called Monthly Donation Receipts.

How do I turn on monthly receipts?

  1. Open the Monthly Receipts page.

  2. Under Send monthly receipts to your donors, read the explanation.

  3. Click Send out monthly receipts.

The page reloads. The button turns green with a check mark and now reads Sending out monthly receipts. That means sending is on.

Sending is turned on for all currencies at once. You can't choose only some currencies here.

How do I know if monthly receipts are already on?

Open the page. If you see the green Sending out monthly receipts button, sending is on. If you see Send out monthly receipts, it's off.

How do I turn monthly receipts off?

You can't turn it off yourself. Under the green button, the page says "To turn off monthly receipting, please contact us." Contact our support team and we'll turn it off for you.

Common questions

I clicked the button and saw "Something went wrong. Please try again."

Sending wasn't turned on. Refresh the page and click Send out monthly receipts again. If it still fails, contact our support team.

Do donors still get a receipt for their first donation?

Yes. This setting only changes the receipts for the monthly charges after the first donation.

Where can I find a monthly receipt for a donor right now?

Every monthly charge is stored with its receipt, even when sending is off. Find the charge in Manage › Donations › All donations and download its receipt from the Action column.

For managing recurring donations themselves, read Recurring payments and installments. To change the email donors receive, read Creating custom email confirmations.

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