This work has started and will be completed before the end of 2026. We have no plans to come down to the wire with any functionality gaps.

Is there an ETA? This is one of the processes that is preventing a full move to web view and costing time and resources. I am hopefully that this isn't closer to September 2027 in order to ensure everything is operational.

The entire Mail > Receipts process is coming over including stacks
PLUS the return of mail merge

Will this include bringing over receipt stacks? Our paper receipts are pre-printed with receipt numbers and we need different receipt stacks for paper/electronic/online receipts and currently cannot do that with NXT "receipt series" this might be more of a gift data entry question, the actual issue is we cannot select a "receipt series" or stack when entering a gift in NXT, which in turn affects receipting

Love that you're bringing all the Mail functions forward from database view. We use is for so much in all aspects of our daily routine. Having the ability to have the software accurately manage de-duping, mailing /solicit preferences is key.

We are focused on updating receipting by bringing the Mail function forward from database view. This will be our go forward plan for receipting and will allow for full customization on the user side.
As far as the charitable ID concern, that is part of the current standard PDF template and if it is not showing up I would talk to support about getting a bug filed. We have worked to ensure that the web view PDF is CRA compliant and we do meet those standards.

In Canada, it is MANDATORY that the charitable ID number be included on official tax receipts. The default receipt does not allow for this and puts all Canadian charities using Blackbaud at risk. THIS MUST BE AMENDED by including a field that fills with our federal government issued charitable ID numbers

The format of the pdf looks terrible. There is too much spacing between the paragraphs, and I cannot get my signature image to print at the right size. Even worse, if I remove the signature so I can sign them, my name and title are also removed from the template. I had to send out pdf receipts that I embarrased me.

Would like to add Check #s to gift receipts PDF and email.

Is there an option to at least select which addressee field is used on the PDF receipt? Many couples circle back to me and want the PDF to have both of their names on it, but there isn't a way to adjust that setting. I do have both of their names in the receipt email, but of course they expect (and it seems reasonable to expect) that the name on email receipt matches the name on the PDF version of the receipt.

@Anthony, is there any update on the ability to receipt GIK and stock gifts within the unified view for Canadian clients?

This would be especially helpful given you cannot preview the PDF receipt. Producing a receipt for a test gift results in creating a gift that cannot be deleted...but we needed to see the receipt to know that it wouldn't actually work for us.

Thank you, Anthony - appreciate you working beyond simple compliance to the donor experience we wish to impart.

@Holly we are working on those items right now as a bug. Any compliance related issues we would want sent thru support so we can get to them immediately. All this said, this idea is still valid to give you all more control over everything.

CORRECTION TO MY PREVIOUS COMMENT:

FYI - Non-cash gift receipts (GIK and Stock) are still not CRA compliant as the Gift Amount and Receipt Amount fields are not shown on these receipts yet.

FYI - Non-cash gift receipts (GIK and Stock) and still not CRA compliant as the Gift Amount and Receipt Amount fields are not shown on receipts yet.

@Dawn We made some CRA compliance updates in late 2025 including correcting the verbiage to what you (and Canada) are looking for. We are fully CRA compliant for receipting in web view currently.

The option to include both advantage and eligible amounts must be included for Canadian organizations. Web view must support Canada Revenue Agency tax receipt requirements before we can switch from database view.

The option to edit the pdf template to match your own branding would be essential. BB must recognize that NP's need to produce high quality donor documents to enhance our image and brand recognition.

We want to see a copy of the issue receipt. We would like to see a record of all issued receipts emailed from us through RE. The audit document is not showing us a copy of the actual receipt that was issued to our constituent.