Tax Receipts
Bulk Generation

Bulk Generation (Coming Soon)

Generate receipts for multiple donations at once. Useful for backfilling historical donations or year-end processing.

Before You Start

Run Validation First

Always validate your data before bulk generation:

  1. Go to Bulk > Validate
  2. Select your date range
  3. Click Validate

PatronSend will scan for issues:

  • Missing donor addresses
  • Invalid CRA fields
  • Incomplete donor information

Fix any issues in Spektrix before proceeding.

Check Fund Rules

Ensure your fund rules are configured correctly. Bulk generation uses the same rules as automatic generation.

Creating a Bulk Job

  1. Go to Bulk > Create Job
  2. Select the start and end date
  3. Review the donation count
  4. Choose whether to send emails (default: off)
  5. Click Create Job

Email Options

  • Don't send emails - Generate PDFs only, send emails later manually
  • Send emails - Email each receipt as it's generated

For initial backfill of historical donations, you may want to generate PDFs first and review before sending.

Monitoring Progress

After creating a job, you'll see a progress page:

  • Progress bar showing completion
  • Success/failure counts
  • Error log for any failures
  • Estimated time remaining

The page auto-refreshes every 2 seconds.

After Completion

Once the job completes:

  1. Review the completion summary
  2. Check for any errors in the error log
  3. Click View Receipts to see generated receipts

Receipt Numbering

Bulk receipts are numbered in chronological order by gift date. This ensures:

  • Sequential numbering is maintained
  • Earlier donations get lower numbers
  • CRA audit trail is preserved

Troubleshooting

Job Stuck at 0%

  • Check your Spektrix connection
  • Verify donations exist in the date range
  • Look for errors in the job status

Some Receipts Failed

  • Check the error log for specific issues
  • Common causes: missing donor email, invalid data
  • Fix issues in Spektrix and create individual receipts

Want to Re-run?

You can't re-run a bulk job, but you can:

  1. Void the failed receipts
  2. Create a new bulk job for just those orders
  3. Or create individual receipts manually
Creating ReceiptsTemplates