Some of the images or navigational directions in the following article may be different to what you see in your NeonCRM. Our guides are being updated to reflect the User Experience changes being implemented over the next several months. The new interface can be enabled from the Help and Support section of your current pages.

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How do I issue CRA-compliant Receipts?

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Jamie Storyward
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Note: Only for Canadian nonprofits & registered charities.

Try out issuing one receipt with this interactive exercise.

Step 1: The first step is to open NeonCRM and click View More

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Step 2: Select CRA Receipts

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Step 3: Click the caret to expand & view transaction details.

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Step 4: Read the transaction details. In this case, we decide to issue a receipt.

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Step 5: Click action.

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Step 6: Click Issue Receipt.

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Step 7: Select how you will issue the receipt.

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Step 8: Click Issue Receipts

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Step 9: That's it. You're done.

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Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/144387/Issue-1-Receipt

Alternately, read this quick overview. 

  1. Open your NeonCRM & navigate to the CRA Receipts module. 
  2. Click the caret to expand & view transaction details. Evaluate whether or not to issue a receipt. 
  3. To issue a receipt for this transaction, click Action and Issue Receipt.
  4. Select how you will issue the receipt: email, letter, or both. 
  5. Click Issue Receipts once more. 

You can also check the boxes beside multiple transactions in order to issue receipts in bulk.

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Once a receipt has been issued, the receipt number has been used and will not be used again. 

If you have issued any receipts to the Mail Merge queue, proceed to generate and print these letters. 

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