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.

I need to create a new template as we operate with two different charitable organizations.

We have the smallest logo, only 2 lines of thanking text, small signature, and STILL every receipt runs onto two pages, and only the signatory's title on page 2. It makes our receipt look fraudulent. It's bananas that we can't at least edit spacing or font size.

donors are starting to complain about this change of receiving 2 pages. One person pointed out it gets cluttery with extra paperwork for tax time. Second page may also get misplaced. It also doesn't look very good, professionally.

The recent changes make it difficult to set up receipt template and we definitely need the ability to create as many PDF templates as different letters need to be set up.

We need the ability to create additional PDF receipt templates. Not all of the payments that are processed online are "gifts" - we need to be able to reference "payments" for some transactions instead.

Some recent changes were made to the receipt template, and now it prints onto two pages; we need the ability to change things so we can fit it onto one page without sacrificing our (already short) personal message to the donor.

A few things could be edited to make the final product look better - location of the logo, organization's address, donor's name, message from organization, substitute fund codes for more digestible names, etc.

This is needed if we are going to be able to move receipting to web view. We need to add fields for Gift in Kind receipts to be compliant with CRA regulations. I want to be able to add different receipt files for different needs, not just one English receipt. Most of our donors are elderly and don't prefer or don't provide us with an email address.

I am glad this issue has been surfaced. Without the ability to create a new PDF receipt template (I can only find instructions for editing a PDF receipt template, and the Chat Support confirmed), we lack the ability to prepare and send hard copy receipts to donors without email addresses in our system. ------- I also want to support the comments related to the PDFs generated for email receipts. It's bizarre that they don't match what the donor receives. Hope there is a fix for that in the works as well.