Donor receipts

Create donor acknowledgements and year-end giving statements from recorded donations. Donor receipts remain part of Free, Accounting and AI; administrative permissions control generation, download and sending.

Prepare the records

1. Review the selected year, donor identity and donation records. Correct source records before generating a receipt.
2. Confirm your church details and receipt wording with the person responsible for your donor acknowledgements.
3. Generate an individual receipt or use the bulk action for the selected donors. Review the result for each donor; partial failures do not mean every receipt was generated.
4. Download and inspect the PDF before sharing. Sending is a separate action; generation alone does not prove email delivery.

Review before sending

Check the donor and church details, dates, amounts and any statements about goods or services. Your church is responsible for checking the wording and applicable requirements with a qualified adviser. Relius does not guarantee legal or tax compliance, determine deductibility, or file returns.

Corrections and recovery

If generation or download fails, keep the donor selection, review the error and retry only the failed items. If sending fails, check the destination and receipt status before retrying to avoid duplicates. For an incorrect issued receipt, use the available void/correction process and retain the record of the correction.

For non-cash gifts, anonymous gifts or other unusual cases, ask your qualified adviser what should be acknowledged. Do not infer tax treatment from a software status or label.

Separate from church tax records

Donor acknowledgements are distinct from payroll and church tax-season recordkeeping. Accounting and AI add administrator-only records and CSV/PDF exports for professional handoff. Relius does not run payroll, calculate taxes or file returns.