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Send and Resend Donation Receipts

Goal: Make sure every donor gets a tax-compliant receipt for every gift, promptly — and have a clean way to resend when one gets lost.

Receipts are automatic​

When a donation is recorded — through any channel (online, manual entry, card-present, recurring, pledge payment) — Ayuna automatically:

  • Generates a receipt with a unique receipt number
  • Renders it from the built-in single-gift receipt template (see What Receipts Donors Receive)
  • Emails it to the donor (if they have email and accept email receipts)
  • Saves a PDF to the donor's record

You don't need to send receipts manually. Most affiliates don't have to think about per-gift receipts at all on a normal day.

Where receipts live​

Each donation has its receipt accessible from:

  • The donation detail page
  • The donor's profile under Receipts
  • The donor's own dashboard at /donor/history (donor-side download)

A receipt also has its own record under Fundraising → Receipts — searchable by receipt number, date, donor, and status (sent, voided).

Resending a receipt​

When a donor says they didn't get their receipt:

  • Open the donation
  • Click Resend Receipt
  • The same PDF is emailed to the donor again with a "resent" flag

Common reasons for resends:

  • Email went to spam
  • Donor's email address has changed
  • They want a fresh copy for tax filing

If the donor's email was wrong on the original send, fix the email on the profile first, then resend.

Generating a receipt that wasn't auto-generated​

For donations that came in before Ayuna existed, or for cases where automatic generation was disabled:

  • Open the donation
  • Click Generate Receipt
  • A receipt is created and emailed

Use this sparingly — auto-generation is the right default.

Voiding a receipt​

When a donation is refunded or corrected materially, the original receipt should be voided:

  • Open the receipt
  • Click Void
  • Capture a reason
  • The voided receipt remains on the record but is marked invalid for tax purposes

If a corrected gift needs a fresh receipt (e.g., wrong amount on the original), void the original and generate a new one.

What's in the receipt​

Standard receipt content:

  • Affiliate legal name, address, EIN
  • 501(c)(3) status statement
  • Donor name and address
  • Donation amount and date
  • Fund / campaign / project designation
  • Payment method
  • Receipt number
  • IRS-required statement: "No goods or services were provided" (or the FMV deduction statement for quid-pro-quo gifts)

Customize the template under Communications → Templates → Single-Gift Receipt to add your branding, executive director's signature, etc.

Quid-pro-quo gifts​

When a donor receives goods or services in exchange (gala ticket, sponsor benefits with FMV), the receipt must:

  • State the gift amount
  • State the FMV of goods/services received
  • State the deductible portion (gift minus FMV)

Ayuna handles this automatically when:

  • The fundraising event has FMV configured per registration level
  • The sponsorship benefits have FMV captured

If those aren't configured, the receipt may overstate deductibility. Audit annually.

Donor-side download​

Donors can download their own receipts at /donor/history. They click any past gift to download its receipt PDF. Useful for tax-time when they need a copy and don't want to email your team.