Help Center

Find answers to common questions about Tax Receipt Generator

Individual Downloads

To download a single receipt:

  1. Go to Receipts and find the receipt you need.
  2. Click the Download button next to the receipt.
  3. The PDF is saved to your browser’s default download folder.

You can also download from the receipt detail page by clicking Download PDF.

Bulk ZIP Download

To download all receipts from a batch at once:

  1. Go to Batch History and open the Receipt History tab.
  2. Find the batch and click its Download PDFs (ZIP) button (the download icon). The button is shown to team members who can edit receipts; viewers download receipts one at a time.
  3. A ZIP file containing every stored receipt PDF in the batch is generated and downloaded.

The ZIP is a copy for your records, such as printing or a local archive. It does not deliver anything to donors; use Distribute for that. Voided receipts are left out. If some PDFs have already expired under the retention period below, the page tells you how many were left out; if all of them have, it says so instead of downloading an empty file.

PDF Retention

Free Tier — 30-Day Retention

On the Free plan, generated PDF files are kept on the server for 30 days after they are generated. After 30 days the PDF file expires and is removed automatically.

  • Database records are kept forever — you can always see receipt details (donor, amount, date) in your batch history.
  • PDF regeneration — if a PDF has expired, you can regenerate it for 1 credit. Look for the Regenerate button on the receipt detail page.

You will receive warning emails before your PDFs expire:

  • Day 21 after generation (9 days before expiry) — first warning
  • Day 28 after generation (2 days before expiry) — urgent warning

Each warning lists the runs it covers, with the date their PDFs were generated and the date they expire, and links to your list of receipt batches, filtered to the batches whose PDFs are about to expire.

Unlimited PDF Storage

The Unlimited PDF Storage add-on ($20 CAD / $16 USD per year) removes the 30-day limit. Your PDFs are kept on the server as long as your add-on is active. If the add-on ends, PDFs expire 30 days after they were generated, so PDFs already older than 30 days expire at the next nightly cleanup.

See Add-ons for purchasing details.

Tips

  • Download receipts promptly if you are on the Free plan.
  • Use bulk ZIP download to create a local backup before the 30-day window closes.
  • Consider the Unlimited PDF Storage add-on if you need long-term cloud access to receipts.
  • Email Setup — deliver receipts via email instead
  • Credits — understand credit usage and PDF regeneration costs
  • Add-ons — purchase unlimited storage

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