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

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