Issuing Section 18A Certificates
How to Issue a Section 18A Certificate
A Section 18A certificate can be issued either when a donation is captured from the "New Donation" form, or from the "Donation History" table.
A Section 18A certificate can only be issued if all the donor's information required for S18A has been captured.
NB: Issuing a S18A certificate on 10BucksOnly means a S18A certificate has been generated on the system. This impacts the number of receipts you have available depending on your "Subscription" package. If you are on Ignite or Accelerate you will will have a limited number of receipts/certificates included in your package, after which per certificate rates apply.
How to Send a Section 18A Certificate to a Donor
- Click the 'Donations' title on the Side Menu to access the donations page.
- Find the donation record for which you want to send the S18A certificate. In the "18A Certificate" column click the link 'Issued'. If there is a button that says 'Issue 18A' this means the certificate has not been issued, click the button to issue the certificate.
Clicking 'Issued' will open a preview of the S18A certificate.
NB: If you have not configured your Section 18A Templates and/or Email Templates, you will receive an error message. Click 'Edit Templates' and follow the instructions in the links below.
- Download
You can download the S18A certificate from here. Click the 'Download' button on top right corner of the preview card.
- Send via Email
1. Choose the email template you would like to use. By default the primary template will be selected.
2. Make any changes if necessary to the subject and message of the email.
3. Click 'Send Email' and the certificate will be attached and sent to the donor.