We know how important it is to be able to manage receipts and donations and to access those records when you need them. That's why we've made it easy and simple to access your previously issued receipts.
Our Donations tool lets you log donations, track donors, and manage tax receipts easily. When you use these tools, you can access your tax receipts for your donors quickly and stay organized.
Access your Tax Receipts
Keela makes it as easy and quick to access your donation tax receipts with just a few clicks.
Receipts may be generated and issued manually when you log a donation (see "Generating a Receipt for a Donation"), but they can also be sent out automatically. For example, when someone donates to your organization through Stripe, they will automatically be issued a receipt via email.
Regardless of the source, you can always access your issued tax receipts through the Contacts feature.
Select a Contact
Click on Contacts in the left sidebar of Keela to open the main Contacts screen. Select a contact from the list to open their profile.
View a Tax Receipt
There are two places from which you can view issued tax receipts from a contact's profile.
Click on the Interactions tab under the Contacts title bar. Receipts that were emailed to the contact will appear here.
Click on the Donations tab under the Contacts title bar. Donations for which receipts have been issued will have a Download icon in the Receipt column.