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If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >
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Receipts without having to create an invoice (including donation / charity receipts)
Started by Kylie Richardson in Feature Requests | Done!
As a registered charity we receive many ad hoc donations directly into our bank account or via PayPal. Creating invoices doesn't really make sense for direct donations. It would be good if we could just issue a receipt for money received, without having to create an invoice, reconcile the payment against the invoice, then create a paid invoice to send to the donor.
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Official Xero Reply
Hi everyone, be sure to take a look at the receipting update we released today. You’re now able to create receipts from Receive Money transactions. Check out our blog today - it has more detail on this and a bunch of other features.
Hi Kylie,
I have created a custom "invoice" template to do that (ie. entitled "tax receipt" and no paid/outstanding balance etc) for one of my charity clients. Happy to share. Email me... matt@microtax.co.nz
I have created a custom "invoice" template to do that (ie. entitled "tax receipt" and no paid/outstanding balance etc) for one of my charity clients. Happy to share. Email me... matt@microtax.co.nz
Hi Matt, doesn't this mean you still need to create an invoice for the donation? If you just do a Receive Money you can't print an invoice, can you?
Hi Chris, True. Although if you do need to send people a tax claimable donations receipt meeting IRD's format requirements and record the givers address etc as a contact, it's not really any extra steps to create an "invoice" in a second window and then match to the payment after that. I agree it would be slightly easier if the matching screen had the option to create a paid "invoice" for this deposit..
HI Matt, thanks for the reply - we do have a custom template that we currently use for donations but it's a pain to have to manually create an invoice in order to then generate the receipt. Would be good if you could create a receipt for a money received transaction, or perhaps have some kind of automatic invoice generation option from a money received.
Please see my Feature Request for the ability to create invoices automatically from the bank reconciliation screen, and if you like the idea and have a vote left, please vote for it.
Functionality to generate a donation receipt (without creating an invoice) is critical to our operations. I love Xero and I'm eager to migrate both of our nonprofit organizations over, but can't justify it until this is possible.
As a not for profit organisation it is frustrating to have to manually provide receipts for direct deposit donations into our bank account. I too am not keen on clogging my accounting system with unwanted invoice transactions! I've voted for the feature request!
I also have a not for profit and we need to start issuing receipts for payments. Creating invoices seems a patchy workaround. It would be much cleaner to issue receipts, and/or statements per Contact for given time range.
We are looking for new software for our non-profit, but this issue is a show stopper. Most of our revenue comes from monthly donations. Quickbooks makes this very easy. It doesn't make sense to move backwards in functionality for one of our key accounting activities.
Xero should have a Receipt facility (for all types of payments - not just for payments of invoices). In our case, we are a Not-for-Profit with Deductible Gift Recipient status, so when donations are made, we need to produce a Receipt so that the Donation can be claimed on Tax Returns. Additionally, the work-around for creating a Receipt from the invoice Template does not cut it either, as some Invoice terminology remains on the Template (that is hard-coded in the program) & cannot be edited. Finally, it is cumbersome, to have to produce a 'fake' invoice to be able to then receipt a payment in order to be able to print a Receipt as suggested.
The Rock Admin
This not having the means to product a receipt for donations made for a non profit orginazation is a pain.... having to make up receipts outside Xero is just giving us additional management nightmares, also costing us lots of extra administration all in the aim to keep things neat and tidy. Current methods/work arounds is just not working and does not reflect very professionally and would love this change. Please Xero could you add a feature for us to be able to generate a receipt for income received.
Merged: Printing a receipt for cash deposits
A charity has regular donations deposited to a bank account which he then needs to provide a receipt for. Does anyone have a suggestion how to do this without actually creating an unnecessary customer invoice? Thanks
A charity has regular donations deposited to a bank account which he then needs to provide a receipt for. Does anyone have a suggestion how to do this without actually creating an unnecessary customer invoice? Thanks
This is a known problem. People have been asking for a receipt function in Xero for years, yet they always seem to be working on something else at the time. They will even query why users would want such a thing and suggest it's the unique "workflow" of the individual business that is at fault and that maybe they will look at it if it gets enough votes as a feature request.
I find it hard to understand how they think a receipt is a special feature, something optional that only a minority of businesses will need. If xero need people to justify why they need to send a receipt, then I say something is seriously wrong with their understanding.
So at risk of wasting my breath, for the 100th time, this is the scenario; we invoice people for a product or service, they pay the invoice, we receive the money, then usually (in every other accounting system over the last 400 years) we send a receipt acknowledging that the transaction is complete. That way both parties have a complete record of what happened which avoids any confusion in future.
Receipts are also useful when customers make part payments.
I find it hard to understand how they think a receipt is a special feature, something optional that only a minority of businesses will need. If xero need people to justify why they need to send a receipt, then I say something is seriously wrong with their understanding.
So at risk of wasting my breath, for the 100th time, this is the scenario; we invoice people for a product or service, they pay the invoice, we receive the money, then usually (in every other accounting system over the last 400 years) we send a receipt acknowledging that the transaction is complete. That way both parties have a complete record of what happened which avoids any confusion in future.
Receipts are also useful when customers make part payments.
Thanks for your reply Duncan - maybe Xero have an add-on? I'm loving Xero after years of using Quickbooks and MYOB however it's shortfalls like this that make it a little frustrating.
@Cathy it looks like you’ve already found the Feature Request for this. I’ve merged these two together so we can keep the discussion going in one place.
@Philip this is a slightly different request which we’ll keep separate for now but you’re right, there is a bigger discussion happening about receipts here: Automated receipt email for paid invoices to thank customers for paying. Automated receipts will happen, it just has to be scheduled in amongst all the other features we want for Xero!
Work has also been scheduled to allow a paid invoice’s branding theme to be changed - keep updated here. Which will make sending a DOCX ‘receipt’ for an invoice that much easier. For others viewing this thread - info about how to use DOCX to create a receipt is here: Set up or edit a branding theme for receipts
@Philip this is a slightly different request which we’ll keep separate for now but you’re right, there is a bigger discussion happening about receipts here: Automated receipt email for paid invoices to thank customers for paying. Automated receipts will happen, it just has to be scheduled in amongst all the other features we want for Xero!
Work has also been scheduled to allow a paid invoice’s branding theme to be changed - keep updated here. Which will make sending a DOCX ‘receipt’ for an invoice that much easier. For others viewing this thread - info about how to use DOCX to create a receipt is here: Set up or edit a branding theme for receipts
This is the functionality we're looking for as well - the ability to issue via email (or post if no email address) a receipt for any payment that is not related to an invoice.
As a charitable trust we RUN by receiving (mainly) individual donations which require a tax deductible receipt sent out most of the time - and I have only sent out one "invoice" (and even THAT was only to encourage payment of a promised Annual DONATION) all the time I have been here. However I have sent out HUNDREDS and HUNDREDS of receipts. The ability to not be able to print out receipts directly - other than by using both a complicated and a continually time consuming (each receipt!!) "work around" looks like it will be a real deal breaker in us moving from MYOB to Xero. Is very sad. It totally amazes and bamboozles me why that feature isn't already in. How difficult is it and how "uncommon" really is the request? I could understand it if Xero only started yesterday or six months ago...
Official Xero Update - 12 March 2014:
Great news everyone! You’re now able to change the branding theme of an invoice that’s been paid. So not quite a receipt function like you’re all after - but should make this process easier for some! There’s also a number of other features available from today’s release - check them out on our Blog and Release Notes. Know that automating these processes is still something we're keen to do and we'll post another update here when we have more details.
Great news everyone! You’re now able to change the branding theme of an invoice that’s been paid. So not quite a receipt function like you’re all after - but should make this process easier for some! There’s also a number of other features available from today’s release - check them out on our Blog and Release Notes. Know that automating these processes is still something we're keen to do and we'll post another update here when we have more details.
Pleased to see a little bit of progress on the receipt front. We are a charitable trust and much of our income is from donations, some through regular automatic bank payments and many received unsolicited. It's a nightmare at this time of year trying to do end of year donation receipts for everyone to file with IRD for their tax credit. We are using another system to create receipts, which is crazy when Xero does everything else really well.
Another vote for receipting donations without invoicing them; at the moment we are doing mail merges outside Xero; I want it all to happen in the accounting system.
Dr Spake.. It's not the recording of the income that's the problem. It's the issuing of the required document to the giver either at the time or at the end of the tax year for their own tax credit purposes that's the problem.
Can I ask how the contact information for the donor would be collected in order to create a receipt from Xero? Do small charities tend to use a donor management platform that gathers this information, or is is a more manual process?
Hi everyone,
I think I've managed (hopefully!) to get around this issue by creating a new Statement (not Invoice) template. The Invoice template did not suit what I needed as it didn't summarise the total donations for the tax year, and I'm definitely not going to do one receipt for every donation!
However, the Statement is able to be time-period defined, and shows the total balance to date, which, in the case of a donor, would be money coming in only. I guess if you had a donor who was also someone who paid out or received payments from you, you could try creating a separate Contact version e.g. Joe Smith (Donor)?
Anyway, here is a link to what I've done for my organisation if you'd like to try it out.
http://https://dl.dropboxusercontent.com/u/32823766/Statement.docx
To use it:
1) I uploaded it into my Settings
2) clicked on a Contact name (the donor)
3) clicked on the Send Statement icon
4) chose the time period date ranges (you'd want the tax year) and updated the screen,
5) clicked the Print PDF button and voila! Out pops a PDF tax certificate ready to be sent : )
Hope this helps...
I think I've managed (hopefully!) to get around this issue by creating a new Statement (not Invoice) template. The Invoice template did not suit what I needed as it didn't summarise the total donations for the tax year, and I'm definitely not going to do one receipt for every donation!
However, the Statement is able to be time-period defined, and shows the total balance to date, which, in the case of a donor, would be money coming in only. I guess if you had a donor who was also someone who paid out or received payments from you, you could try creating a separate Contact version e.g. Joe Smith (Donor)?
Anyway, here is a link to what I've done for my organisation if you'd like to try it out.
http://https://dl.dropboxusercontent.com/u/32823766/Statement.docx
To use it:
1) I uploaded it into my Settings
2) clicked on a Contact name (the donor)
3) clicked on the Send Statement icon
4) chose the time period date ranges (you'd want the tax year) and updated the screen,
5) clicked the Print PDF button and voila! Out pops a PDF tax certificate ready to be sent : )
Hope this helps...
Hi Li, this works for summarising invoices only - not for direct money received that isn't related to an invoice... would be useful if we were creating invoices for every donation throughout the year then sending a year end donation certificate, but we're not creating invoices in this case
Hi Li, this didn't seem to work for me. As it came up with the total as amount $0, this is because it was working out what was due rather than what has been paid during that period. Any ideas what I may be doing differently as I used yours as test file, as a Statement file, then did everything else you said. No luck I'm afraid.
I'm thinking of having an add-on built that will automated this process,if there is enough interest. Part of the design process will be to understand how small charities currently capture the contact detail needed to generate and email a receipt. if anyone would like to share their current process that would be helpful.
Adding my vote for the need to issue a receipt from a receive money transaction. It is imperative for donations to charities.
I have already voted for this - so am unable to vote again - BUT this is functionality that is VERY much needed for Not-For-Profits, whose predominant income is derived from Donations and the Donors require a Receipt to enable them to claim the donation on their Tax Returns. PLEASE Xero....we need this desperately!!!!
The Rock Admin
Hey All
The release of receipt function is not as useful as it looks, There is no way for my to show the the payment was a donation.
The items the receipt is for should be displayed on the receipt. With any receipt the receiver will want to know what the receipt is for, if this functionality could be added it would make receipts an extremely useful tool.
Also a little odd to me that receipts are on reconciled options and not a part of invoice options.
Cheers
Fraser
The release of receipt function is not as useful as it looks, There is no way for my to show the the payment was a donation.
The items the receipt is for should be displayed on the receipt. With any receipt the receiver will want to know what the receipt is for, if this functionality could be added it would make receipts an extremely useful tool.
Also a little odd to me that receipts are on reconciled options and not a part of invoice options.
Cheers
Fraser
Hi All
It would be very useful for me to be able to print a receipt from a bank receipt transaction where there is no invoice. I have a client to takes money for subscriptions, for which a receipt should be issued.
Thanks
Zoe
It would be very useful for me to be able to print a receipt from a bank receipt transaction where there is no invoice. I have a client to takes money for subscriptions, for which a receipt should be issued.
Thanks
Zoe
The question I always come back to here, and which I don't think anyone has answered, is where do charities get the donor information from? It won't be on the bank statement so you must be getting it from another source, a donations platform, an email, or in the post. Either way you need contact details on Xero to produce a statement, so why not add the donations as invoices at the same time?
Chris: Three things:
1. Yes, we have all the information for our donors--but donors don't want to be treated like clients. To send them invoices, statements, etc. is off-putting. We need a separate way to track their transactions so we can message to them differently. It all works the same internally in XERO, but it is how we interact with them that is key.
2. A sales receipt is the way to go---it acknowledges the transaction without having to invoice. It changes not only I understand the money coming into my organization--donation but also allows me to message outwardly differently.
3. We have both clients and donors so we want to segment them to work with the two revenue streams differently
1. Yes, we have all the information for our donors--but donors don't want to be treated like clients. To send them invoices, statements, etc. is off-putting. We need a separate way to track their transactions so we can message to them differently. It all works the same internally in XERO, but it is how we interact with them that is key.
2. A sales receipt is the way to go---it acknowledges the transaction without having to invoice. It changes not only I understand the money coming into my organization--donation but also allows me to message outwardly differently.
3. We have both clients and donors so we want to segment them to work with the two revenue streams differently
Jeff thanks for the reply. If the donor contact data is in Xero then without creating an invoice does this work?
1. Create a Receive Money Prepayment for the donation (coded to your donations income account). This puts the money on the donor's Customer account, or rather it would if there had previously been an invoice .....
(comments please Xero, if this is a new contact and the first thing you do is a prepayment this doesn't create a Customer record so you can't run a statement, so for my testing I added a zero value invoice dated last year which then made it possible to run a statement. Shouldn't a Customer record get created automatically if the first activity is a Prepayment????)
2. If you keep posting Prepayments but no invoices you therefore don't need to create invoices. Just add whatever reference you want to display on the tax report to the reference field.
3. If Li modifies her custom statement to remove the opening balance line, and perhaps also removed other non-relevant fields, could this do the trick? (or I can come up with a template). You can get the gist by running the standard activity statement for the tax year.
4. The balance (total of the overpayments) would need to be cleared manually at some point after the reporting year end so it didn't affect the total for the next year.
Please let me know what I've missed.
1. Create a Receive Money Prepayment for the donation (coded to your donations income account). This puts the money on the donor's Customer account, or rather it would if there had previously been an invoice .....
(comments please Xero, if this is a new contact and the first thing you do is a prepayment this doesn't create a Customer record so you can't run a statement, so for my testing I added a zero value invoice dated last year which then made it possible to run a statement. Shouldn't a Customer record get created automatically if the first activity is a Prepayment????)
2. If you keep posting Prepayments but no invoices you therefore don't need to create invoices. Just add whatever reference you want to display on the tax report to the reference field.
3. If Li modifies her custom statement to remove the opening balance line, and perhaps also removed other non-relevant fields, could this do the trick? (or I can come up with a template). You can get the gist by running the standard activity statement for the tax year.
4. The balance (total of the overpayments) would need to be cleared manually at some point after the reporting year end so it didn't affect the total for the next year.
Please let me know what I've missed.
@Fraser - Great feedback, thanks. The majority of requests we had were that people wanted to notify/thank their customers for payment, therefore a relatively basic receipt for starters. However, I can appreciate this doesn’t entirely help when you want more of a ‘proof of purchase’ style receipt that details the line items of goods/services/donations. Including this extra detail on invoice payment receipts is something that’s on the radar, along with creating receipts direct from receive money transactions (which by default would include line item details).
@Chris - A contact should be created when a prepayment is a customer's first transaction. Maybe check you’re running an Activity type statement and that the date range covers the prepayment date?
@Adrienne, Zoe, Jeff and everyone else - I appreciate all the feedback. I’ll update this thread when there are more concrete details to share with you.
@Chris - A contact should be created when a prepayment is a customer's first transaction. Maybe check you’re running an Activity type statement and that the date range covers the prepayment date?
@Adrienne, Zoe, Jeff and everyone else - I appreciate all the feedback. I’ll update this thread when there are more concrete details to share with you.
@Matt I couldn't initially run a statement at all because the Customer record hadn't been created when I added the Prepayment as the first transaction for the Contact, so the Statement button wasn't there. Hence I had to enter a zero value invoice to force the creation of a Customer, and I was then able to run the statement.
Our Charity receives well over 90% of its income through donations (one-off & ongoing). In a typical month there can be over 400 cash receipt transactions. I do not want to create invoices for these transactions. I am trialling Xero at the moment and I am very impressed with the Bank Feeds and the ability to create bank rules, it significantly reduces the time to enter donations from the bank statement. However, if I can not generate a Cash Receipt from the Bank Feed, those time savings are meaningless. Plus if I can not then see the detail of those donations on a contact record (not just a graphical representation of money in & out), then changing from Quickbooks to Xero would add no value. Users have been asking for this change for over two years, is it going to happen?
Hi Wayne, that's great that you have seen significant time savings with Xero and the Bank Rec! It really is beautiful accounting software.
We have released a Xero add-on Infoodle that does just as you have described above:
- Generate "cash receipts from the Xero bank feed"
- See a detailed list of donations per contact
- Even allow donors to login themselves and see donations made.
Infoodle helps with donor and donation tracking.
Infoodle does not require you to generate invoices to produce receipts (one-off & ongoing).
We would really like to help you solve the puzzle, and get your Xero implementation over the line. Either contact me directly or through our contact page.
Infoodle is currently listed on the Xero Marketplace in NZ, but Australia and global soon to follow.
To all you other Xero folk also, drop us a line if your interested.
We have released a Xero add-on Infoodle that does just as you have described above:
- Generate "cash receipts from the Xero bank feed"
- See a detailed list of donations per contact
- Even allow donors to login themselves and see donations made.
Infoodle helps with donor and donation tracking.
Infoodle does not require you to generate invoices to produce receipts (one-off & ongoing).
We would really like to help you solve the puzzle, and get your Xero implementation over the line. Either contact me directly or through our contact page.
Infoodle is currently listed on the Xero Marketplace in NZ, but Australia and global soon to follow.
To all you other Xero folk also, drop us a line if your interested.
Hi everyone
Just an update; we currently have a developer working on receipts that can be created directly from receive money transactions. To be clear, Infoodle’s solution is full donation management - this is something we currently have no plans to build in Xero, so please don’t overlook their solution! The upcoming receipt improvements in Xero are planned to include:
- Send Receipt and View Receipt (PDF) links under the Receive Money > Options menu.
- Standard receipt branding templates (these will be the same as what you can send right now with receipts created through invoice payments).
- The ‘body’ of the receipt will be similar to an invoice; it will include description, unit price etc. Through the current layout options you will be able to control what does/doesn't show on the receipt.
- ‘Description only’ rows on Receive Money transactions, so you can easily add a summary line to your receipt.
- Drag & drop rows on a Receive Money, so you can easily reorder items for display purposes.
We're looking forward to bringing this to you in an upcoming release.
Just an update; we currently have a developer working on receipts that can be created directly from receive money transactions. To be clear, Infoodle’s solution is full donation management - this is something we currently have no plans to build in Xero, so please don’t overlook their solution! The upcoming receipt improvements in Xero are planned to include:
- Send Receipt and View Receipt (PDF) links under the Receive Money > Options menu.
- Standard receipt branding templates (these will be the same as what you can send right now with receipts created through invoice payments).
- The ‘body’ of the receipt will be similar to an invoice; it will include description, unit price etc. Through the current layout options you will be able to control what does/doesn't show on the receipt.
- ‘Description only’ rows on Receive Money transactions, so you can easily add a summary line to your receipt.
- Drag & drop rows on a Receive Money, so you can easily reorder items for display purposes.
We're looking forward to bringing this to you in an upcoming release.
Great, but you know what the next question is ........ will it be possible to send a statement to donors for the tax year should they request one? Probably not as the Receive Money transactions won't create a Customer in Xero.
@ Matt will the issue I mentioned above where a Customer isn't created when the first transaction is a Prepayment be fixed as part of this?
Just to clarify, the new receipts will only be for ‘Direct Payment’ Receive Money transactions; not for pre- or overpayments.
@Chris, thanks for the question, there are no plans to create dedicated donor statements in Xero - partners such as Infoodle are definitely the way to go for that richer industry-specific functionality. Re prepayments; we must be talking about different things as from creating a prepayment I can create a customer and send a statement. However, ‘Direct Payment’ Receive Money items create a contact, but don’t group into Customers (no plans to change this). If needed, please drop Support a line for any clarification.
@Chris, thanks for the question, there are no plans to create dedicated donor statements in Xero - partners such as Infoodle are definitely the way to go for that richer industry-specific functionality. Re prepayments; we must be talking about different things as from creating a prepayment I can create a customer and send a statement. However, ‘Direct Payment’ Receive Money items create a contact, but don’t group into Customers (no plans to change this). If needed, please drop Support a line for any clarification.
Official Xero Reply
Hi everyone, be sure to take a look at the receipting update we released today. You’re now able to create receipts from Receive Money transactions. Check out our blog today - it has more detail on this and a bunch of other features.
Already checked it out - This is what I'm loving about Xero - regular improvements without having to install patches etc. Thanks again
We too are a charitable organisation. the receipt function for individual transactions is useful, however I am unable to put our charities number onto the branded theme if i make a receipt via invoice. I am not sure if you can edit the default receipt template.
Also if i have uploaded a customised invoice renaming it to receipt it doesn't show up on the branded theme pull down menu for viewing receipt, only in the contacts as an invoice, and then showing information i didn't put on or not showing information that I want on.
Would like to be able to receipt to the smart list function as this would be helpful to us and perhaps other charities sending out year end receipts as this shows year to date, this seems to be the only way to receipt year to date as you can't do it by report or transactions.
Also if i have uploaded a customised invoice renaming it to receipt it doesn't show up on the branded theme pull down menu for viewing receipt, only in the contacts as an invoice, and then showing information i didn't put on or not showing information that I want on.
Would like to be able to receipt to the smart list function as this would be helpful to us and perhaps other charities sending out year end receipts as this shows year to date, this seems to be the only way to receipt year to date as you can't do it by report or transactions.
Hey Tania. Glad to hear receipting in Xero is useful. Re your points:
1. There isn't any docx branding available on receipts at the moment. For documents that don't support docx, such as remittance advice and receipts, these themes won't be available to select. To help us gauge interest in this feature; please vote on the related thread here.
2. There are a couple of ways you can add custom information to your receipt. If it's your organization's charity number, then you could possibly add it to the custom address field? More information here in Help. Alternatively you could add a 'description only' line item to the invoice or receive money.
3. We'd like to add more to Smart Lists; but there are no plans in the immediate future.
Cheers
Matt
1. There isn't any docx branding available on receipts at the moment. For documents that don't support docx, such as remittance advice and receipts, these themes won't be available to select. To help us gauge interest in this feature; please vote on the related thread here.
2. There are a couple of ways you can add custom information to your receipt. If it's your organization's charity number, then you could possibly add it to the custom address field? More information here in Help. Alternatively you could add a 'description only' line item to the invoice or receive money.
3. We'd like to add more to Smart Lists; but there are no plans in the immediate future.
Cheers
Matt
Hello Matt,
The functionality seems to work well. I want to possibly use it to record the collection of dues for a church organization. My only question is that once you click the save button Xero takes you to the Account Transactions tab...is this the only place you can actually print the receipt or email it? Is the reconciliation process the only thing flagging that receipts where I have not gotten funds from the bank? As opposed to the invoice creation that has a dashboard element plus a standard report for aged receivables?
Regards,
Jaime Lopez
The functionality seems to work well. I want to possibly use it to record the collection of dues for a church organization. My only question is that once you click the save button Xero takes you to the Account Transactions tab...is this the only place you can actually print the receipt or email it? Is the reconciliation process the only thing flagging that receipts where I have not gotten funds from the bank? As opposed to the invoice creation that has a dashboard element plus a standard report for aged receivables?
Regards,
Jaime Lopez
Hey Jaime
If you wanted to print/send a whole lot of receipts then, yes, I'd approach it from the Account Transactions page. There's no 'receipting/payment' dashboard, as such in Xero. Apologies if I misunderstand, but you can create a receipt from any received payment you've recorded; whether it was a payment created via the bank reconciliation (note you can't actually create receipts from the bank rec), manually entering a 'receive money' cash item, or manually applying a payment to a sales invoice.
Hope that helps!
Matt
If you wanted to print/send a whole lot of receipts then, yes, I'd approach it from the Account Transactions page. There's no 'receipting/payment' dashboard, as such in Xero. Apologies if I misunderstand, but you can create a receipt from any received payment you've recorded; whether it was a payment created via the bank reconciliation (note you can't actually create receipts from the bank rec), manually entering a 'receive money' cash item, or manually applying a payment to a sales invoice.
Hope that helps!
Matt
I am currently trialling the software for a charitable organisation and so far have found the system quite frustrating as (like all other charities) we rely on donations and the ability to produce the correct receipt it vital for us.
Having read through this thread I find it quite staggering that after 3 years of issues, requests and complaints Xero have yet to resolve this matter. How on earth can it be soo difficult to create a receipt when every other accounting software package in the market has this as a standard feature!!
I think I will stay with QuickBooks as I want to make work more efficient not create additional workload.
Has anyone managed to get this to work yet?
Having read through this thread I find it quite staggering that after 3 years of issues, requests and complaints Xero have yet to resolve this matter. How on earth can it be soo difficult to create a receipt when every other accounting software package in the market has this as a standard feature!!
I think I will stay with QuickBooks as I want to make work more efficient not create additional workload.
Has anyone managed to get this to work yet?
I am currently trialling the software for a charitable organisation and so far have found the system quite frustrating as (like all other charities) we rely on donations and the ability to produce the correct receipt it vital for us.
Having read through this thread I find it quite staggering that after 3 years of issues, requests and complaints Xero have yet to resolve this matter. How on earth can it be soo difficult to create a receipt when every other accounting software package in the market has this as a standard feature!!
I think I will stay with QuickBooks as I want to make work more efficient not create additional workload.
Has anyone managed to get this to work yet?
Having read through this thread I find it quite staggering that after 3 years of issues, requests and complaints Xero have yet to resolve this matter. How on earth can it be soo difficult to create a receipt when every other accounting software package in the market has this as a standard feature!!
I think I will stay with QuickBooks as I want to make work more efficient not create additional workload.
Has anyone managed to get this to work yet?
Hi, will I receive an update via email when Xero issue any? Or can I check directly in the software itself when I logged in for updates? thanks, Yolande
Hi Aisling, so sorry for the confusion! As Support confirmed to you earlier, Receipts can be created, and printed in Xero. More info can be found in our Help Centre.
Hi I need to add my voice to this issue I am in the same position as most here - we are a registered charity and while it's all very well and good issuing individual receipts when people make donations, what we really need is the ability to print off a year end tax certificate showing all donations made by an individual so they can claim a tax rebate. It is hard to understand why this is so difficult. Please Xero - I think your software is pretty awesome but this is a pretty big and relatively simple thing to overlook - it makes using Xero a real problem for non-profit organisations, most of whom are in the same position and derive all or most of their income from donations,
Unfortunately Chanoch this doesn't seem to be an issue they are bothered about as nothing significant has been done to date :( Requirements for Charity organisations obviously isn't high on the agenda for the Xero customer relationship team.
Hi team, looking that the recent comments, looks like you're after something a bit different than what's been asked for here? Late last year we did release the ability to create a receipt from a paid Receive Money transaction - meaning you don't have to create a Sales Invoice for a donation that you need to issue a receipt for.
If you're after a dedicated donor statement, Matt mentioned a few ways around this above. You could look into one of our Add-on Partners, like Infoodle, or make use of the Account Transaction Report to get a list of all Receive Money transactions. If you then export this out to Excel, you can sort by Contact, and group them together. Feel free to create a separate Feature Request if this is something you'd like to see in Xero.
If you're after a dedicated donor statement, Matt mentioned a few ways around this above. You could look into one of our Add-on Partners, like Infoodle, or make use of the Account Transaction Report to get a list of all Receive Money transactions. If you then export this out to Excel, you can sort by Contact, and group them together. Feel free to create a separate Feature Request if this is something you'd like to see in Xero.
Sorry to open old wounds however as many of the above I am struggling to generate a tax receipt for one off or ongoing donations. I know how to generate a receipt from the transaction-receive money page however i can not figure out how to create a template that includes all required information.
Also if you have payments coming into the bank via pay pal then how do you generate a receipt for the donor as receive money page will only generate a receipt to Pay Pal.
May be out my depth here as have been going round in circles for hours.
Also if you have payments coming into the bank via pay pal then how do you generate a receipt for the donor as receive money page will only generate a receipt to Pay Pal.
May be out my depth here as have been going round in circles for hours.
I have been having the same problem. Have ended up adding the charities number etc into my logo document and uploading that into a new branding theme which I had copied from the standard one and renamed Tax Receipts. Has been a rather painful process but I think it will work ok. A bit more flexibility via a couple of blank text boxes in the Invoices edit function would be a huge help.
Hi All,
FINALLY there is a solution!!
This has been an ongoing and frustrating problem for me, and I'm pleased to have just dicscovered a way to do Y/E receipts for donations.
Go to www.donationmanager.co.nz.
It is free and just does that one thing. You have to follow the instruction videos carefully, but it works and is a huge relief to be able to get this task done.
I have emailed the developer to say thanks, it's a bit of a love project at their end and they are looking to develop a fully fledged piece of software to help small non profits who can't afford expensive solutions like infoodle. I think they are looking for (and finding it hard to get) proper funding. Perhaps Xero should collaborate with them?!
Hope this helps some others :)
FINALLY there is a solution!!
This has been an ongoing and frustrating problem for me, and I'm pleased to have just dicscovered a way to do Y/E receipts for donations.
Go to www.donationmanager.co.nz.
It is free and just does that one thing. You have to follow the instruction videos carefully, but it works and is a huge relief to be able to get this task done.
I have emailed the developer to say thanks, it's a bit of a love project at their end and they are looking to develop a fully fledged piece of software to help small non profits who can't afford expensive solutions like infoodle. I think they are looking for (and finding it hard to get) proper funding. Perhaps Xero should collaborate with them?!
Hope this helps some others :)
Hi Jenni,
Thanks for the feedback, great to hear you've found a solution that works for you.
Infoodle works really well for basic end of year receipting, but this is a just fraction of infoodle. Solving many admin challenges for nonprofits. So it's hard pricing for one-off annual tax receipting.
In terms of the statement about Infoodle's price, we've tried to be really fair, especially to smaller non-profits where we've topped the price at $30 per month for all the functionality,
Roughly speaking that means there needs to be two hours saved a month to make it worthwhile. The majority of our charities are saving well in excessive of this.
Cheers, Rory
Thanks for the feedback, great to hear you've found a solution that works for you.
Infoodle works really well for basic end of year receipting, but this is a just fraction of infoodle. Solving many admin challenges for nonprofits. So it's hard pricing for one-off annual tax receipting.
In terms of the statement about Infoodle's price, we've tried to be really fair, especially to smaller non-profits where we've topped the price at $30 per month for all the functionality,
Roughly speaking that means there needs to be two hours saved a month to make it worthwhile. The majority of our charities are saving well in excessive of this.
Cheers, Rory
Our organisation also requires receipts for donations to a "deductible gift receipient" (DGR) fund.
By law rather enthusiastically enforced by the ATO, these receipts require specific wording to declare the recipient fund.
Is this a separate issue, or is the "receipt functionality" technically not "done" yet?
By law rather enthusiastically enforced by the ATO, these receipts require specific wording to declare the recipient fund.
Is this a separate issue, or is the "receipt functionality" technically not "done" yet?
So I know how to receive money without creating an invoice and separate payment but can this be turned into a repeat transaction. If someone donates the same amount every month, will this have to be manually entered every time?
In QuickBooks online I simply memorise a sales receipt and it's entered automatically every month, saving me lots of time.
In QuickBooks online I simply memorise a sales receipt and it's entered automatically every month, saving me lots of time.
Oliver UK
@Rob, you can create a receipt in Xero - read more on that here, and let me know if that's what you need.
@Oliver, you can create Bank Rules for these. Otherwise Xero can remember transactions you've created before and 'auto-suggest' them to you while you're reconciling. Your other option is to create a new 'Receive Money' transaction for each donation received, by 'Copying' the last.
@Oliver, you can create Bank Rules for these. Otherwise Xero can remember transactions you've created before and 'auto-suggest' them to you while you're reconciling. Your other option is to create a new 'Receive Money' transaction for each donation received, by 'Copying' the last.
@Brittany
Clever!
Clever!
Oliver UK
May I add my vote to the campaign for a tax receipt for charitable donations. As a not for profit, we receive many unsolicited donations, some large, some small, and having to create an invoice for each one is too time consuming and cumbersome. In NZ a tax receipt needs to be customised, with a signature and preferably a Charities Services registration number. We've looked at Donation Manager and it may work for us if it allows for one-off receipts during the financial year rather than an end of year receipt.
Hey all, if anyone comes across this post in the future:
I have set up a charitable trust to build and operate a Xero add-on aimed specifically at allowing charities to quickly generate their end of year donation receipts. And best of all, it's free to use! Check us out at www.donationmanager.co.nz.
I have set up a charitable trust to build and operate a Xero add-on aimed specifically at allowing charities to quickly generate their end of year donation receipts. And best of all, it's free to use! Check us out at www.donationmanager.co.nz.
Removed - Legal - 0008068773 Removed - Legal - 0008068773
Is there a solution for this yet? I want to create a receipt for a donation, with our registered charity number on it. Ive added it into a field in the settings, but it doesn't show on the receipt. Ive checked out donationsmanager.co.nz but it doesn't seem to be running anymore - I cant see any button to sign up or integrate with Xero on the Donations Mangager website.
We are a smallish charity so just the receipt in Xero will probably suffice, but it doesn't contain all the info required by IRD (need charity number).
Thanks
We are a smallish charity so just the receipt in Xero will probably suffice, but it doesn't contain all the info required by IRD (need charity number).
Thanks
@Hollyford Conservation Trust,
As an add on app- infoodle.com is able to provide all the details you need for IRD on your receipt as well as other features. ie; different receipt templates for different campaigns or appeals.
Infoodle is a CRM and donor management system for charities and not for profit organisations. Priced for small charities in mind with other features to help with communication, administration and donations.
Contact sales@infoodle.com for more info or check out their website www.infoodle.com
Thanks
As an add on app- infoodle.com is able to provide all the details you need for IRD on your receipt as well as other features. ie; different receipt templates for different campaigns or appeals.
Infoodle is a CRM and donor management system for charities and not for profit organisations. Priced for small charities in mind with other features to help with communication, administration and donations.
Contact sales@infoodle.com for more info or check out their website www.infoodle.com
Thanks
Yes, I agree with this message sent by Aukje Smith
However to improve this process, I think once the Receive Money is entered and to have a record of where the Receipt has been sen (after the "Send Receipt" has been used), there needs to be a record kept of the email used to send the Charitable Receipt to. A historical note is kept that a receipt has been sent but I think there needs to be more information kept in this area
Thanks
Chris
However to improve this process, I think once the Receive Money is entered and to have a record of where the Receipt has been sen (after the "Send Receipt" has been used), there needs to be a record kept of the email used to send the Charitable Receipt to. A historical note is kept that a receipt has been sent but I think there needs to be more information kept in this area
Thanks
Chris
Hi Chris,
Thanks for feed back. Good news infoodle does already do this through the printed receipts section.
In the printed receipts section you can see all this information plus more.
Feel free to contact us if you want some more details. sales@infoodle.com
Thanks for feed back. Good news infoodle does already do this through the printed receipts section.
In the printed receipts section you can see all this information plus more.
Feel free to contact us if you want some more details. sales@infoodle.com