You can issue CRA compliant receipts individually or as annual receipts. The annual receipt option could be used in place of or in addition to individual transaction receipts. The only restriction, as imposed by the Canadian Revenue Agency, is that in-kind donations must be receipted individually, so those transactions will not be included in an annual receipt.
Generating Individual Receipts
1. Open your Neon CRM & navigate to the CRA Receipts module.
2. Click the caret to expand & view transaction details. Evaluate whether or not to issue a receipt.
3. To issue a receipt for this transaction, click Action and Issue Receipt.
4. Select how you will issue the receipt: email, letter, or both. Click Issue Receipts once more.
You can also check the boxes beside multiple transactions in order to issue receipts in bulk.
Once a receipt has been issued, the receipt number has been used and will not be used again.
If you have issued any receipts to the Mail Merge queue, proceed to generate and print these letters.
Generating Annual Receipts
1. From the CRA Receipts landing page, select Annual Receipts.
2. Click the action menu (...) to issue a single annual receipt or select multiple receipts and then select Issue Receipts.
3. Select how you will issue the receipt: email, letter, or both. Click Issue Receipts once more.
Once a receipt has been issued, the receipt number has been used and will not be used again.
If you have issued any receipts to the Mail Merge queue, proceed to generate and print these letters.
Sending CRA Receipts Automatically
You can choose to generate CRA receipts automatically rather than sending them to the 'Awaiting Review' queue.
1. Navigate to Settings cog and select Global Settings.
2. Under Communications -> Transaction Acknowledgments, select CRA Receipt Settings.
3. Select a send option for both emailed and printed receipts.
Hover your cursor over the tooltip to see the list of related system emails or letters that may be automatically generated: Donation Appreciation, Event Registration, Membership Registration, Membership Renewal Completion Notice, and Purchase Acknowledgement.