Canadian Donation Receipts

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2 comments

  • Avatar
    ajspears

    The use of a mail merge function after the fact seems not quite robust.  My understanding is that the CRA wants the receipt number unalterably trackable to the donation in the system of record.

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    Julie Schweihofer

    Thanks for the post. 

    The receipt "unique_id" obtainable in the mail merge function provides the date range of reported contributions and unique person id. This information along with the receipt date gives verification of what was recorded in and reported out of the system at the time of receipt. 

    Saving one file containing all statements in pdf format (done easily through the statement print function) will then allow for a static and recoverable duplicate of issued statements. 

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