How to edit year-end receipts and year-end emails

To start editing your receipts, head over to your Receipt Settings page. Here, you can click the Yearly Receipts tab to update your annual statement.

Click the 'Edit Settings' button to make changes to your email and receipt template.

Year-end Donor Receipt

The Year-end Donor Receipt is a summary of how much a donor has contributed to your organization. It includes your organization's information and a summary of donations. Please make sure that all of your organization's information is accurate and complete as this will be auto-generating a PDF receipt for each of your donors.

You will be able to edit the final message of your receipt. After editing the receipt, you will able to download a preview of the receipt that your donors will receive.

Year-end Donor Email Template

The Year-end Donor Email is the message that your donors will receive in their inbox. Start by editing the subject line and body text of your email. Don’t forget that your email will contain the receipt attached.