Hello everyone! Me again with some more Tax Receipt questions for you all. What naming convention do you currently use for Tax Receipt PDFs when they are attached to emails? Are they generic (tax_receipt.PDF) or do you include more specific information, for example - [constituent ID or campaign or fund]_tax_receipt.PDF? If a receipt is re-printed, or voided and replaced, is that reflected in the name of the PDF? For example, tax_receipt_reprint.PDF or tax_receipt_replacement.PDF? In an ideal world, what would you like to see as a naming convention for tax receipt PDFs - both for the initial send and any re-prints or replacements? Just to be clear, we are planning to include the word "Reprint" in the PDF for any reprinted tax receipts, as CRA requires. Thanks again for your time and feedback! I look forward to seeing so many of you at TLCC in a few weeks! Meaghan

Naming conventions for Tax Receipt PDFs

Meaghan Metke $organization over 3 years ago

Hello everyone! Me again with some more Tax Receipt questions for you all.

What naming convention do you currently use for Tax Receipt PDFs when they are attached to emails? Are they generic (tax_receipt.PDF) or do you include more specific information, for example - [constituent ID or campaign or fund]_tax_receipt.PDF?
If a receipt is re-printed, or voided and replaced, is that reflected in the name of the PDF? For example, tax_receipt_reprint.PDF or tax_receipt_replacement.PDF?
In an ideal world, what would you like to see as a naming convention for tax receipt PDFs - both for the initial send and any re-prints or replacements?

Just to be clear, we are planning to include the word "Reprint" in the PDF for any reprinted tax receipts, as CRA requires.

Thanks again for your time and feedback! I look forward to seeing so many of you at TLCC in a few weeks!

Meaghan

0 Jen Skelly $organization over 3 years ago

Those are some very thoughtful questions Meaghan.

I can't really speak to 1 & 3 at the moment as we don't currently use Tess for fundraising (I am trying so hard to get them to move). But I do believe that being able to mark something as a duplicate would be a good thing.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Meaghan Metke $organization over 3 years ago in reply to Jen Skelly

Thanks, Jen! I appreciate the feedback, and hopefully getting tax receipts worked out will help you.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Jen Skelly $organization over 3 years ago in reply to Meaghan Metke

That was one of the roadblocks

Thanks Meaghan, I appreciate the work you are all putting in to this.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Ceairy Free $organization over 3 years ago

Hi Meaghan - Our web donations are the only donations at the moment that are emailed a pdf (other than one off manual).

Our current naming convention is - Customer Number _ Receipt Number _signed (to show that it is a secure PDF).

Hope this is helpful.

Ceairy
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Patrick Hanan $organization over 3 years ago
Hi Meaghan,

Receipt Number - First Initial (space) Last Name
Currently saving individual receipts as PDF and sending them out manually. So enough information to try and eliminate errors when attaching them to an email.
If we are changing an amount it will be a new receipt number with a note on it “Replaces Receipt #123456”.
Having Replacement concatenated at the end might be useful. Changing the original to have “Replaced By 234567” would be more meaningful.
If the person lost the original PDF due to a computer glitch on their end I would just send them the original PDF again.
I would be open to any convention if it made logical sense. I’m new to tessitura, but I started using Receipt Number - First Initial (space) Last Name. It would be a big deal to send the wrong receipt out.

My initial thoughts on your questions.

Thanks,
Patrick Hanan
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Meaghan Metke $organization over 3 years ago in reply to Ceairy Free

Hi Ceairy! That's exactly what I was looking for. Thank you!
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Meaghan Metke $organization over 3 years ago in reply to Patrick Hanan

Thanks, Patrick! This is super helpful.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel