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Must know
  • Available when a superadmin enables Tax Receipts for your club.
  • Receipts are numbered sequentially per club per year (YYYY-001, YYYY-002…). A voided receipt keeps its number and shows the reason to the recipient.
  • The amount is computed from settled payments minus refunds including tax for the year, and can be overridden before issuing.
  • Issuing needs financials.create; changing the template applies to future receipts only.
1

Set up the template

Go to Financials → Tax receipts (“Annual tuition / charitable-donation receipts issued to parents for tax filing”). In the Receipt template card fill in Issuer name, CRA charity # (Canada) (placeholder “123456789 RR 0001”), the Issuer address block and Footer text, then Save template.
2

Issue a receipt

Click Issue receipt. Search member (two or more characters), pick the account holder who paid, choose the Tax year, check the computed Amount (override if needed), add Notes (optional, shown on receipt) and issue. The toast reads “Issued receipt {number}”.
The Issued receipts table lists number, recipient, member, amount, status (Issued / Voided) and date, with PDF and Void actions. Members download their receipts from the members’ area under Tax receipts. Related: How do I set up sales tax? · What is the Features page? · What can I do on an invoice?