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  1. Reporting - Donation tax receipts

    40 votes

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    submitted  ·  25 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Carola Guerresi commented  · 

    Xero team needs to review his software and add a custom-made receipt donation with option to add a signature in it. The idea of having to create a custom invoice for each donation, then apply the payment and then send a receipt with a link showing invoice, is ridiculous. We should be able to create a receipt directly from the reconciliation page...instead then have to create and invoice for a donation, apply the payment and then send the receipt on an email that cannot be custom made and showing an invoice link. Xero has to rectify his system to allow custom made receipts from the reconciliation page ...if I can send normal receipt from there, I don't understand why you cannot create a custom receipt the same way. This is so frustrating and Xero should address this issue asap

  2. Donation Receipts - Ability to add signatures on charitable donation receipts

    4 votes

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    2 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We've opened this idea up to the community to add their thoughts and votes. We'll track interest on this idea in the meantime. Cheers

    Carola Guerresi supported this idea  · 
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    Carola Guerresi commented  · 

    I agree, Xero team needs to review his software and add a custom-made receipt donation with option to add a signature in it. The idea of having to create a custom invoice for each donation, then apply the payment and then send a receipt with a link showing invoice, is ridiculous. We should be able to create a receipt directly from the reconciliation page...instead then have to create and invoice for a donation, apply the payment and then send the receipt on an email that cannot be custom made and showing an invoice link. Xero has to rectify his system to allow custom made receipts from the reconciliation page ...if I can send normal receipt from there, I don't understand why you cannot create a custom receipt the same way. This is so frustrating and Xero should address this issue asap