| Options |
Send out a Tax Receipt for each payment (Gift or Pledge Payment) you receive |
Send out a Tax Receipt for each gift/pledge payment, within a certain period |
Send out Tax Receipt for each donor within a certain period (a half of a year, a whole year, or a different length of time that your school chooses). |
| Example: A donor has made a gift for $100 in February, and pledge for $500. For the pledge, you have received $100 pledge payments in March, May, and July, with pending $100 payments not yet received in September and November. |
If you send out a tax receipt for each payment you received, the donor receives 4 different tax receipts (Feb, March, May, and July payments). The Payment Id can be used as the tax receipt number. |
If your school wants to send a tax receipt from January 1, through June 30 (first half of the year), the donor receives three tax receipts. One for the gift in February for $100 and one for each pledge payment in March and May for $100 each. |
If tax receipts are generated for dates January 1 through June 30, the donor receives one tax receipt of $300 for the selected date range. |