How Donation Receipts Work in MonkeyPod

A prompt, professional receipt tells donors their gift arrived and gives them the documentation they need when tax time rolls around. MonkeyPod automatically sends receipts for gifts made online (through fundraising pages and embedded donation forms), and you can send, download, or print receipts for gifts you record by hand. Here's how each scenario works.

This article covers:

Setting up receipts for the first time? Start with How to Set Up and Customize Donation Receipts to choose who your receipts come from, what they say, and how they look.

How do receipts get sent, and what's on them?

Every time a donor gives through a MonkeyPod fundraising page or donation form, a tax receipt is emailed to them automatically. It goes out as soon as the donation is processed, and is recorded in the Receipt Log right on the donation page.

Receipts can also be sent manually, as described below.

Each receipt includes your intro text, the gift details and tax information, and a closing with the sender's signature.

Every emailed receipt also has a PDF copy attached, so donors can easily save or print it for their records.

Receipts are sent from the person chosen on the fundraising page, or from your organization's default receipt sender. See How to Set Up and Customize Donation Receipts.

Receipts show the full donation amount the donor gave (not the amount after processing fees are deducted). This is the correct figure for tax purposes, since the donor's contribution is the full amount regardless of what your payment processor charges on the back end.

When setting up your donation options, you can make a donation partially deductible (for example, the donor received a gala ticket in exchange for their gift). In this case, the receipt will include both the total amount given and the non-deductible portion, so the donor can calculate their deductible amount.

If a donation is split across more than one fund, the receipt also lists each fund and its amount. (See How to Record a Donation for how to enter that information when recording the gift manually.)

Tip! Want to customize your donation receipts for a specific campaign or across the organization? See How to Set Up and Customize Donation Receipts.

How do I send a receipt for a manually recorded donation?

When you record a donation manually (a check, cash gift, or EFT, for example), MonkeyPod doesn't send a receipt automatically because it can't know if the donor already received one with their offline donation—but you can manually send them a receipt at any time.

You'll find Preview receipt and Send receipt in the action menu at the top left of the donation page.

Those options also appear as icons in the Receipt Log on the donation page. From left to right, the icons are View receipt (or Preview receipt), Send receipt, Download receipt PDF, and Mark as do not receipt (when no receipt has been sent yet).

To send a receipt for a donor with an email address in their record:

  1. Open the donation transaction.
  2. Select Preview receipt to see exactly what the donor will receive.
  3. Select Send receipt.

  4. You'll see an option to change the intro text for this receipt if you'd like to personalize it. You can also choose from previously saved boilerplate text by selecting Use saved text and picking the version that you want for this donation.

  5. Choose the option to Bcc yourself if you would like to receive a copy of the email.
  6. Select Email Receipt, and you're done!

Once sent, MonkeyPod records the receipt in the donation's Receipt Log.

A note on the sender address: A receipt sent manually in this way comes from whichever MonkeyPod user selects Send receipt. So if Jacob is logged in, the receipt comes from Jacob's name and email address (for example, jacob@example.org) and ends with his name in the signature. Automatic receipts work differently; see How to Set Up and Customize Donation Receipts.

What if a donor doesn't have an email address entered?

Open the donation and, in the Receipt Log, select the Download receipt PDF icon. You'll get a letter-size PDF with your logo at the top, ready to print and mail or send via text.

How can I print a whole batch of receipts?

Let's say you've just entered a whole bunch of checks for donations received at a recent event, and you'd like to print and mail the related receipts along with a thank you letter. Instead of downloading receipts one by one, you can print them all in a single batch:

  1. Find the set of donations by using the transaction search or with Reports > Contribution Details.
  2. Filter the results down to the gifts you want, for example last week's date range with Payment method set to Check.
  3. Select Print Receipts (next to Export on Contribution Details, or in the bulk actions bar on transaction search).
  4. In the Print Donation Receipts window, check the count, then choose how you'd like them:
    • One PDF, a receipt per page: best for printing everything in one go.
    • A zip file, each receipt its own PDF: handy if you'd like to save or send receipts individually.
  5. Optionally, select Also include a spreadsheet of donor addresses for a mail merge. It lists each donor's name and mailing address in the same order the receipts print, so you can match each letter to its envelope.
  6. Select Send Me [number] Receipts. MonkeyPod emails your receipts to you as soon as they're ready.

Each printed receipt reads exactly like the emailed version of that gift's receipt, dated with the gift date. It's signed by the fundraising page's sender or your organization's default receipt sender.

A few things to know:

  • Only donations and pledge payments are printed: pledges, grants, and other transaction types in your results are skipped, along with fully refunded gifts and gifts from donors set to No receipts. The window tells you when some results will be skipped.
  • Up to 250 at a time: if your results include more than 250 receipts, narrow your filters and print in smaller batches.
  • It's all logged: each printed receipt appears in the donation's Receipt Log as printed, and as an interaction on the donor's record.

Tip! To find gifts that haven't had a receipt yet, add the Receipt status filter (under the Fundraising criteria heading) to a transaction search and choose Not sent. See How can I track receipt history? below.

What about donors who should not get receipts?

Some donors shouldn't get a receipt at all. The most common example is a donor-advised fund (DAF).

To avoid sending receipts for a donor, open their relationship record, edit it, and turn on No receipts under Donor Preferences. (The Donor Preferences section appears for relationships with a donor role.)

You can also do this straight from a donation. In the Receipt Log, select the Mark as do not receipt icon and confirm.

Once a donor is set to No receipts:

  • Automatic receipts stop: online gifts, recurring rebills, and pledge payment receipts aren't emailed, and the donor can't send themselves a receipt from their community portal.
  • Printed batches skip them: their gifts are left out when you print receipts in bulk.
  • The Receipt Log reflects it: instead of "Not sent," their gifts show that a receipt isn't required, so nobody wonders whether one was missed.
  • You can still send one by hand: if you need to, select Send receipt on the donation. You'll see a reminder of the donor's preference, but the receipt will still go out.

The setting applies to all of the donor's gifts, past and future. To undo it, turn No receipts off on their record.

Tip! For more information, see How to Record a Donation from a Donor Advised Fund.

How can I track receipt history?

MonkeyPod displays the receipt status directly on each donation record, so you can tell at a glance whether a receipt has gone out. You'll also see options next to the status for you to view or preview the receipt, send it, download the PDF, or mark the donor as not needing receipts.

Find gifts by receipt status

To find gifts based on their receipt status, run a transaction search and add the Receipt status filter (under Fundraising). Choose any combination of:

  • Not sent: no receipt has been emailed or printed.
  • Emailed: a receipt was emailed.
  • Printed: a receipt was included in a printed batch.
  • Not required:

A matching Receipt Status column appears in your results and in the CSV export. (A gift that was emailed and later printed would show both.) From your results, you can go straight to printing or emailing receipts with the bulk actions bar.

Note: Receipt tracking applies to receipts sent starting April 2026. Receipts sent before this feature was introduced aren't included in the Receipt Log, but you can find them in the donor's interactions.

Frequently Asked Questions

A donor says they didn't receive their automatic receipt. What should I check?

First, confirm their email address is correct on their relationship record, and that their Donor Preferences aren't set to No receipts. Then check the Receipt Log on the donation to see whether a receipt was sent. (If the donation was made before April 2026, the Receipt Log will direct you to the donor's Interactions tab instead.) To resend, use the options in the Receipt Log or the commands in the action menu at the top left of the donation page. You can also download the PDF and send it yourself.

A donor doesn't have an email address. How do I get them a receipt?

Download the receipt PDF from the donation's Receipt Log and mail it. If you have several, print them all at once from Contribution Details or a transaction search. See also How can I print a whole batch of receipts? above.

Does MonkeyPod send receipts for in-kind donations?

In-kind donations are recorded manually, so you'd send the receipt using the Send receipt button on the donation record, same as any other manually entered gift.

Can I print receipts on my organization's letterhead?

Printed receipts already include your organization's name and logo at the top, so they're designed to be printed on plain paper rather than letterhead.

How do I send donors a summary of everything they gave this year?

That's a year-end giving summary rather than a receipt. See How to Email Year-End Giving Summaries, or How to Generate Printed Letters (Like a Year-End Giving Summary) for mailed letters.

Can donors access their receipts directly?

Yes! Donors can visit the Community Portal to see a history their gifts and get copies of receipts. You can even include a link to the Community Portal in an email campaign by including the link as a merge tag in your email template.

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