ANNUAL RECEIPTS

Offer Annual Receipts To Your Donations

Help your donors with their record keeping by providing annual receipts, accessible online and easily downloadable. With Annual Receipts, your donors can easily download their annual receipts for any years in which they have made a donation.

Up and running in less than a minute

Creating an Annual Receipt page should be easy and intuitive. Unlike other donation plugins, Charitable’s Annual Receipts extension doesn’t come with a long list of settings requiring you to guess what each setting does. Charitable takes the guesswork out of building your Annual Receipt page.

Short video showing how to edit the annual receipt block

You can build your Annual Receipt page in the WordPress editor in no time at all, while enjoying a live preview so you can see what an annual receipt will look like for your donors. Simply create a new page, add the Annual Receipt block, and tweak the settings to suit your needs.

The Annual Receipt block allows you to customize the headline and add text above or below the list of donations, so you can easily satisfy any legal requirements your non-profit may have for your receipts.

Get creative

One benefit of the Annual Receipt block is that you can also tailor its design to your needs by customizing the colour of the text and the background used for the annual receipt. You can even set up interesting background gradients to really make your annual receipt stand out.

Create a unique annual receipt design with text and background colour settings.

And as a little bonus for those of you early adopters using a Full Site Editing-enabled block theme, you can also tweak the borders of the annual receipt.

Your donors can print and download their annual receipt

Your donors can securely access their annual receipt on your website. From there, a single click is all it takes for them to download their receipt or get a printable version.

Short video showing an annual receipt with ability to print

Set the end of financial year date

Every country has their own date to mark the end of financial year, and the Annual Receipts makes it easy to set up the correct date for your organization.

Not a fan of blocks? Use the shortcode

You may not be a huge fan of the WordPress block editor, or you may be using a page builder that doesn’t allow you to add blocks. For you, we have created a powerful shortcode with nearly all the same capabilities of the Annual Receipt block. You won’t have the same live preview and intuitive interface, but the shortcode gives you the flexibility to create an Annual Receipt page for your donors.

The unique styling capabilities available with the block are not available with the block, but with custom CSS you can tweak the appearance of the receipt to suit your needs.

More information

Get started with the Charitable Annual Receipts setup guide.

Minimum requirements:

  • PHP 7.2+
  • Charitable 1.6.57+

Frequently Asked Questions

See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

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ambassadors improved New

Moderation and Directory Screens In Ambassadors 3.0

Ambassadors 3.0 has new features: moderation and directory screens… now easily see those who are earning donations on your peer to peer network – including campaign creators that might need to be verified – all in one place. Generate reports, email ambassadors and campaign creators directly and more.

🚀 See when campaign creators and ambassadors have updated their campaigns, what donors/donation they have brought in and more.

🎉 Manually add ambassadors and campaign creators, and approve them in one-click!

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New Payments

⚡ Unlock India-Based Donations: Meet Charitable’s Native Razorpay Integration

Trying to collect donations in India? Charitable’s native Razorpay integration features:

⚡ Instant UPI Integration: Accept fast, local donations directly inside your form via apps like PhonePe, Google Pay, Paytm, and BHIM without sending donors away from your site.

📲 Auto-Generated Campaign QRs: Instantly render scannable QR codes encoding a UPI deep link directly on your public campaign pages and sidebars for an effortless “scan-to-give” experience.

💰 Dual Local & Global Reach: Headline your campaigns in INR while seamlessly accepting major international currencies like USD, EUR, GBP, and CAD to maximize global support.

🔁 Seamless Recurring Giving: Fully integrates with the Charitable Recurring addon to manage automatic monthly subscriptions directly through Razorpay without extra code.

↩️ Automatic Two-Way Sync: Keep your books perfectly clean with two-way refund syncing—issue a refund inside WordPress or your Razorpay dashboard and both sides update automatically.

🔒 Webhook-Verified Security: Automatically protect your donation records using HMAC-signed webhook verification to ensure every status update represents real money cleared on the rails.

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Integration New

🎉 New Built-in PushEngage Integration

Struggling with falling email open rates and rising ad costs just to keep your supporters engaged? Charitable’s built-in PushEngage integration features:

🔔 Zero-Fee Direct Messaging: Deliver crisp, instant pop-up notifications straight to your donors’ desktops and mobile devices.

⏱️ Four Smart Automated Triggers: Automatically send updates for immediate donation thank yous, full-list campaign launches, urgent “ending soon” alerts, and goal milestone celebrations.

📈 Group Momentum Broadcasts: Turn private milestones into public wins by automatically broadcasting alerts to your entire subscriber list the moment a campaign hits 50%, 75%, or 100% of its goal.

📊 Automatic Analytics Tracking: Monitor exactly where your incoming notification traffic is coming from with built-in attribution that requires zero complex configuration.

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New Security

💂‍♂️ New DonationGuard 🛡️ Automatically Protects Your Donations!

Worried about card testing attacks or spam bots flooding your donation forms, but don’t want to ruin the giving experience for your real supporters? Charitable’s DonationGuard features:

🛡️ Real-Time Bot Detection: Actively monitors every donation submission for five distinct attack signals without slowing down your human donors.

📊 Smart Traffic Scoring: Instantly evaluates activity against a learned baseline of your site’s normal donation rhythms to catch sneaky, slow-drip card testing.

🚨 Severity-Tiered Alerts: Immediately opens structured “Attack Records” and notifies you via email and admin alerts the moment a campaign starts taking fire.

🎯 Single-Click Defense: Deploy instant security using the “Recommended Settings” preset to turn on Honeypot, Time Trap, and Rate Limit modules all at once.

🚫 Automated Blocklists: Permanently stop repeat offenders by automatically blocking suspicious email addresses based on your customized rules.

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GiveWP Migrations New

🧤 White Glove Migration Service for GiveWP

Thinking about switching your fundraising platform from GiveWP to Charitable, but don’t want to risk losing your data or handle a complex technical setup yourself? Charitable’s White Glove Migration Service features:

👥 Flawless Donor Mapping: Safely transfer your entire supporter database with zero data loss.

📊 Complete Financial History: Meticulously preserve every historical transaction for continuous, accurate reporting.

🔄 Seamless Recurring Giving: Safely transfer active sustaining subscriptions without disrupting your incoming revenue or requiring your donors to update their information.

💳 Zero Gateway Disruptions: Keep using Stripe, PayPal, or any other GiveWP-compatible processor you already love.

🚀 Expert Technical Setup: Relax while our team handles the heavy lifting to install and configure your forms—plus, qualifying users get a full year of Charitable Pro completely free.

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