My name is Mark, I run a small consulting Firm in Vancouver Canada. I have been working with CiviCRM since 2009 and have implemented customized solutions with it for 7+ clients. I have several clients who use CiviCRM and CiviContribute and at the end of each year there is always a moment where they mention their wish list to be able to generate a CRA [Canada Revenue Agency] compliant tax receipt for each of their Contributors. The benefit of CiviCRM is that it brings together all the appropriate information for a contact to be mailed/emailed and contributions for any given year. What CiviCRM could not do was:
- Give an aggregate of all a contacts contributions for any given year in a receipt form.
- Provide a PDF export in a fashion that was compliant with federal tax standards.
- Print a letter addressed to the donor with the tax reciept attached
- Email a link to the donor with thier reciept available for download.
We turned to Hershel from CiviHosting as he is our host and primary developer and asked for assistance. He provided us with a custom Drupal module called CiviReceipts. CiviReceipts gives us the ability to list all donors within a given year and then send each a tax compliant receipt. We can do this via email or print out the PDFs locally and snail mail them. It also gives the ability to customize the letterhead and content of the letter attached to the receipt. So each year we are able to add any appropriate notations to the donors. We also have the ability to sort donors by those who received a receipt by email or PDF. The module has some other functions as well, that we aren't using. What we are hoping to develop in the future
- A secondary report that can record the receipt numbers used for submission to CRA
- A way of classifying NON-Tax Receiptable donations in CiviReceipts as thank you's only.
The module is now available publicly here and it requires also the TCPDF module here. Both of these modules are open source but come with no warranty of any sort, nor any guaranteed support. I hope however that they will be of use to someone and if any other developers are able to generalize this module and share it further, please feel free to and keep us updated.
Comments
Hi,
We have in france almost the same need (different format obviously). However, we want to be able to generate the receipt at any time, because donors that donate only once want to have the receipt now and not having to wait the end of the year to get it.
I was either sending it as an attachment to the donation (but some legal questions, ie. what if the card payment is rejected in the week) or offering it as a download at any time in the dashboard.
Would it be possible with your module or would it make sense to add this feature?
Thanks for sharing the code
X+
Yes, the year-end aggregation was actually a bit of an afterthought. The original version of this module did not have that and it's not hard to adjust it for per-donation receipts.
we actually recommended our clients to not do 'per donation reciepts' due to the implications it had with the federal government, and for the reasons you expressed. However, for some the solution was simply to only do the reciept once the funds cleared the bank or on a quarterly basis. The functionality is there if one wanted to use that.
Greetings,
Can we have the Contribution receipt module for Joomla based Civicrm. that will help us a lot.
Kind regards,
Rizwan
This could be a potentially useful solution for my small non-profit that is looking to easily display year end contributions and contributions-to-date on receipts. I'm having difficulty in installing the module, however. After uploading and enabling both civireciepts and the tcpdf libraries modules from github into our Drupal/CiviCRM installation, when I attempt to the civireceipts settings admin page (admin>site configuration>civireceipts) I get an error message indicating that the civicrm_receipt_emails_types table has not been created.
Even though I have a combined Drupal/CiviCRM installation, I keep the CiviCRM database separate from the Drupal database. So since civireceipts is a Drupal module it is probably not surprising that the necessary table has not been created in the CiviCRM database.
Can you tell me what the proper installation procedure is to get the necessary tables created within the CiviCRM database?
This sounds like exactly what we need, but we just recently got set up on WordPress. Is there a plugin coming for that soon?
I'm kind of curious though, what exactly CiviCRM *does* do with regards to tax receipts if it isn't...generating and distributing them. What do people normally do?
Kev
Also isn't this a duplication of the work done on this other module?