Issuing In-Kind Gift Receipts
The fundraisingManager product does not support the automatic generation of Receipts for in-kind gifts due to the unique complexity. We suggest you create a receipt document and attach a PDF document to the receipt for your records.
Please follow these steps:
1. On the donations tab, click the “New” button (top right of the screen) and select In-Kind Gift.
2. Enter all the information that can / have / want to with respect to the In-Kind Gift (We need to include some of this information in our donationManager in order to support In-Kind). Assuming you have the gift in hand, set the stages for the gift to “In-Kind Received”. Per CRA guidelines, for an in-Kind gift please ensure that you enter a description of the gift.
3. Once complete, navigate to the donation, and from the Receipt related list, manually create a receipt record. Complete only the Amount and Close Date.
4. Manually create an In-Kind receipt in a document in your word processor app (word, google docs) using the receipt number from this newly created receipt record. Save it as a PDF.
5. Navigate to the receipt record and upload your PDF.
6. Be sure to email the PDF to your donor or print and mail it to them.
* Make a note on the receipt to Not use the "Create Duplicate Receipt" function (button). This will create a new receipt based on the current donation receipt template.