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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Improvement Migrations

↔️ Importing From GiveWP, Donorbox, GiveButter… even CSV!

Whether you’re migrating from another platform or consolidating your records, moving your data to Charitable is now faster and more flexible than ever. We’ve streamlined the process so you can bring over your entire fundraising history in just a few clicks.

🔄 Native GiveWP, Donorbox, & GiveButter Support: Switching from a major platform? Our dedicated migration tools handle the heavy lifting, automatically mapping your donors and donations directly into Charitable—no technical skills required.

📂 Universal CSV Import: Moving from a custom system or a specialized CRM? If you can export it to a CSV, you can import it here. Our smart mapping tool lets you align your columns to Charitable fields like names, emails, phone numbers, and addresses in seconds.

Instant Donor Profiles & Custom Tags: Automatically create rich donor profiles and bring in custom tags to keep your data organized. Segment and engage your supporters from day one with a clean, professional database structure.


Ready to make the switch?

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Learn more about our Import Tools

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Improvement Payments

💳 New Braintree Features For Your European Donors

With the release of Braintree addon version 1.3.0, you can now empower your European donors with the payment methods they trust and prefer, making giving seamless for international supporters.

🌍 Six New European Payment Methods: Support popular local options like iDEAL (Netherlands), Bancontact (Belgium), BLIK (Poland), and more to meet donors where they are.

⚡ Frictionless Donor Experience: These bank-based methods allow donors to authenticate directly with their own bank in a secure popup… no credit card numbers required.

⚙️ Automatic Currency Sync: No complex setup needed. The builder automatically displays the correct payment buttons based on your site’s currency (EUR or PLN), ensuring a relevant experience for every visitor.

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Campaigns New

🖼️ Campaign Featured Images: Pro-Level Visuals Made Simple

With the new Campaign Featured Image setting in our visual builder, you now have a single, dedicated place to manage how your fundraisers look across your entire site and beyond.

🖼️ One Image, Everywhere: Set a primary thumbnail that automatically syncs to campaign grids, lists, and shortcodes—no more relying on layout order.

📱 Social Sharing Optimized: Easily upload images at the perfect size to ensure your campaigns look stunning and professional when shared on social media.

🔍 SEO & Accessibility Ready: Add custom alt text directly within the builder to improve search rankings and ensure your mission is accessible to every supporter.

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Improvement receipts

🗓️ Annual Receipts 2.0: Send Year-End Receipts to Every Donor in Minutes

You can now send annual receipts in minutes with a few clicks to all your donors.

📧 One-Click Bulk Send Wizard that guides you to sending to hundreds of donors simultaneously directly from your WordPress dashboard.

🔍 Smart “Dry Run” Mode: See exactly who will receive a receipt and who will be skipped (and why) before a single email leaves your server.

🛡️ SMTP-Aware & Limit Protection: Charitable now detects your email setup and automatically adjusts batch sizes and pauses for daily limits to ensure your emails land in inboxes.

✅ Complete Audit Trail: Dedicated system log and on the individual donor’s profile, giving you a clear history for every fiscal year.

Stop dreading tax season and start spending that time on your mission. Update to Annual Receipts 2.0 and automate your year-end reporting today.

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Addon Donations Improvement

🎈Recurring Donations 2.0: Smarter Automation, Better Recovery, and More Control

We’ve completely rebuilt our Recurring Donations system to help you grow your reliable income stream while giving you (and your donors) more powerful tools than ever before.

What’s New:

🔒 Recurring-Only Campaigns: You can toggle “Recurring Only” mode in the campaign builder to hide the one-time option entirely, ensuring your supporters stay focused on long-term commitment.

📧 Automatic Payment Recovery: Our new Payment Failed Email fires automatically the moment a subscription fails.

🛠️ Self-Service Donor Control:The new Cancel Subscription Button appears directly in the donor dashboard, allowing supporters to pause or end their recurring gifts on their own terms—reducing your admin burden and payment disputes.

📊 Real-Time Revenue Insights: Track your growth, monitor active subscriptions, and see exactly how much predictable support is coming in each month at a glance.

Our new Recurring Donations addon gives you the professional-grade tools you need to grow your mission.

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