Meeting Canada Revenue Agency receipting requirements
Good morning, Wild Apricot staff.
I would like to request a feature that is needed to bring the receipt up to the requirements of the Canada Revenue Agency for charitable receipt content. (link below)
I have developed a receipt that meets the requirements but there is a "disconnect" between donations by people NOT in the contact list already and people who ARE in the contact list.
When a current contact (member or otherwise) clicks donate the form that opens DOES NOT contain all of the necessary questions. The receipt is therefore absent of essential information that has been left blank in the contact file. For instance if they have not completed the address field but have entered my minimum requirements of email address and name then the charitable donation receipt leaves information off. One of the requirements of CRA is also that the "Date Receipt Issued" is on the receipt. That can be different than the date of the donation.
Thanks.
John Lilley
Coalition for Canadian Police Reform
7680-951-5663
https://www.canada.ca/en/revenue-agency/services/charities-giving/charities/operating-a-registered-charity/issuing-receipts.html