This documentation describes each setting of the Give Annual Receipts add-on. These settings control how receipts are presented by year, and the design and content of the PDF receipt.

Sample PDF

The following settings affect the presentation of the PDF for all annual receipts. The layout of the receipt is intentionally not very flexible in order to provide a very clean and static receipt for tax purposes. To see each of the settings below in a live example, download this sample pdf.

Annual Receipts

Setting Type: Radio Group
Options: Enabled, Disabled
Default: Disabled

This setting enables annual receipts for the whole site. All of the following settings only become visible once this setting is set to “Enabled”. Note that even when the plugin is activated, annual receipts will not be available to either your donors or to site administrators if this setting is not enabled.

Tax Year End Date

Setting Type: Dropdown fields
Options: Calendar months, and dates
Default: December 31

This setting determines which date is considered the last day of the tax year for your organization. Some countries define a tax year differently from the calendar year. This enables the tax year to be set to the appropriate date.

For example, if the tax year is considered to start from July 1, then setting this to “June 30” will mean that all donations given before June 30 2018 will appear in the 2017 annual report. Donations given from July 1, 2018 until June 30, 2019 will appear in the 2018 annual report.

Logo

Setting Type: Media Library Add or Upload
Default: None

This allows you to upload or choose a logo for inclusion on your annual receipts. This logo will appear by default at the top center of each annual receipt.

a screenshot of a sample PDF with the Give Logo featured as the logo on the top center of the receipt
A sample annual receipt showing the Give logo positioned at the top of the PDF.

Content Before Receipt Table

Setting Type: Textarea
Default:

On behalf of our organization, thank you so much for your generous contributions

This field adds text before the donation receipt table on the PDF. This field supports text only, no HTML. Line breaks are respected.

Content Before Receipt Table

Setting Type: Textarea
Default:

No goods or services were provided in exchange for these contributions.

Sincerely,
FirstName LastName
Position, Organization

This field adds text before the donation receipt table on the PDF. This field supports text only, no HTML. Line breaks are respected.

Footer

Setting Type: Textarea
Default:

123 Organization St, City, State 12345
Phone (555) 555-5555

This adds content to the very bottom of the PDF receipt. This is useful for your organization’s basic contact information. This field supports text only, no HTML. Line breaks are respected.

Subfooter

Setting Type: Text field
Default: “Subfooter text such as tax ID number goes here.”

This text is output below the footer, and the text is slightly smaller. This is useful for your organizations tax identification number.

Preview Template

Setting type: Button

This allows you to open a preview of your PDF in a new window with default preview content populated. Note that in order for your changes to be reflected in this preview you must first save your settings, and then click the Preview button.