Issue receipts with confidence and traceability

infoodle helps charities and nonprofits manage receipts for donations and payments, with records linked to contacts and transactions for easy reference and reporting.

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What the Receipts feature helps you manage

The Receipts feature supports charities and nonprofits that need to issue, track and reference receipts for donations or payments.

Donation and payment receipts
Receipts linked to transactions
Records linked to contacts or organisations
Clear receipt history

Receipt records linked to transactions

Each receipt is stored as part of the relevant donation or payment record, so amounts, dates and references are easy to trace.

Includes:

Receipt references
Issue dates
Links to the related transaction

Linked to contacts, organisations and households

Receipts are linked to the relevant contact, organisation or household, making it easier to respond to enquiries and understand giving history. Where families or household groups give together, a receipt can be issued at the household level rather than for each individual.

Examples:

Viewing receipts from a contact record
Issuing a single receipt for a household's combined giving
Referencing receipts during follow-up or reporting

Support for compliance and reporting

Clear receipt records help support internal processes, audits and reporting requirements, with information stored consistently in one place.

Includes:

Consistent record keeping
Export options for finance or reporting
Traceability between payments and receipts

Country-specific requirements

Receipt requirements can vary depending on where your organisation operates. infoodle supports region-specific configuration where required.

UK charities typically issue receipts for donations and giving records. Gift Aid declarations may also be linked where applicable.

New Zealand charities issuing donation receipts for tax credit purposes typically include the following on their receipts:

In Australia, tax-deductible giving depends on organisational eligibility such as DGR status. Receipts commonly include:

Receipt and tax requirements vary by country and by your organisation's eligibility or registration status. infoodle supports configurable templates so you can include the identifiers required in your jurisdiction.

Examples: