If you are a Canadian nonprofit, you should already have access to the CRA Receipts module.
If CRA Receipts is not present in your main navigation menu, contact our Client Account Specialist Team: clientaccountspecialist@neonone.com
Set up this feature when you gain access to your Neon CRM.
1. Populate your CRA Charity Registration # in your Organization Profile.
2. Set the default Advantage Amount for each campaign, membership term, event, and store product.
Campaign
Event
Membership Term
3. Preview the Receipt System Emails and/or System Letters.
A PDF of the CRA receipt will automatically be generated with the Receipt or Annual Receipt system email or system letter. The PDF receipt will include the Advantage Amount, Eligible Amount, and the Advantage Description. You may customize the email or letter text, but the PDF is not accessible for editing.
In addition to modifying the text and some of the other standard settings for receipt emails and letters, you can also modify the Receipt Issued Location (if it is different from the information stored in your Organization Profile) and the format of the Authorized Signature Name that appears on the CRA receipt.
There are three options available for Authorized Signature Name:
- System Contact Name (from Organization Profile)
- Custom Name Electronic Signature
- Upload Signature Image (if uploaded, a preview displays on the screen)