Articles
Configure Your Tax Receipt Settings
To issue tax receipts through Charity OS, you'll need to enter your organization’s details to meet The Canada Revenue Agency (CRA) requirements. These settings are essential to ensure your tax receipts are compliant, so please take a moment to r...
Customize the Default Tax Receipt Emails
When issuing or re-issuing tax receipts via email, the email will include a customizable message, along with the donor's tax receipt as an attachment. Here’s how the tax receipt email appears. The areas that can be customized are highlighted for y...
Customize the Tax Receipt Thank You Note
After customizing your tax receipt email template, be sure to review and customize the Thank You Note that appears at the top of the tax receipt. 1. To access Settings , click on the gear icon in the top-right corner of your account. ...
Contact Settings
This article covers how to add and edit contact-related fields used when entering Contacts in Charity OS. Contact Settings 1. To access Settings , click on the gear icon in the top-right corner of your account. 2. Select Donations . ...
Donation Settings
This article covers how to add and edit donation-related fields used when entering Donations in Charity OS. Donation Settings 1. To access Settings , click on the gear icon in the top-right corner of your account. 2. Select Donations ....