Setting Up Templates
Support sets up a certificate template for your organization. To learn more, see tax certificate templates.
Issuing Certificates
After templates are configured, you can issue tax certificates to your donors quickly and efficiently.
Tracking and Reporting
The system keeps a record of all issued certificates, allowing you to report on them in future years. Certificates can be resent to donors upon request, and you can generate lists of all certificates issued within any date range, either by certificate date or donation dates.
Generating PDFs for Auditors
You have the option to generate a PDF of certificates, which is useful for providing documentation to auditors or maintaining internal records.
