If you are a Canadian nonprofit, you should already have access to the CRA Receipts module.
If CRA Receipts is not present in your main navigation menu, contact our Client Success department: firstname.lastname@example.org
Set up this feature when you gain access to your NeonCRM.
1. Populate your CRA Charity Registration # in your Organization Profile.
2. Set the default Advantage Amount for each campaign, membership term, event, and store product.
3. Preview the Receipt System Emails and/or System Letters.
Customize the footer of the message if desired. To ensure they comply with Canadian receipt requirements, the System Emails and/or System Letters cannot otherwise be adjusted.