How to Manually Generate Tax Receipts

When setting up a fundraiser, organizations can choose whether tax receipts are sent automatically when a purchase is made. If automatic sending was turned off, you can still generate and send receipts to donors manually — either one at a time or all at once.

How to Manually Generate Tax Receipts After Purchase

Generate a Receipt for an Individual Donor

From your Dashboard, navigate to Results > Tax Receipts.
In the top-right corner, select the fundraiser you'd like to generate receipts for.
Use the search bar to find the donor.
Click the three-dot menu next to their name and select Generate Receipt.

Bulk Generate Receipts for All Donors

From your Dashboard, navigate to Results > Tax Receipts.
In the top-right corner, select the fundraiser you'd like to generate receipts for.
Click Generate All at the top of the page to send receipts to all donors at once.

Note: If your organization has a BCC email address set up for tax receipt notifications, that address will only receive emails when a receipt is generated at checkout. BCC notifications are not sent when receipts are generated manually using either method above.

Frequently Asked Questions

Can I generate receipts for a specific fundraiser only?

Yes. Use the fundraiser selector in the top-right corner of the Tax Receipts page to filter by the fundraiser.

Will donors receive an email when I manually generate their receipt?

Yes, donors will receive their tax receipt by email.

Need Help?

Did this answer your question? If not, please reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.

How to Manually Generate Tax Receipts

Learn how to send tax receipts to donors when automatic sending was not enabled at purchase.