Training Webinar | Tax Receipting with the CanadaHelps DMS

This session looks at configuring your DMS Tax Receipts, as well as common tax receipting scenarios, including issuing, re-issuing and cancelling your tax receipts.
Experience: Intermediate
Duration: 25 minutes
Pre-requisites: Getting Started with the DMS Training Webinar
00:00- Introduction
0:30- CanadaHelps.org vs. DMS
Configuring your DMS Tax Receipts
02:15- Basic Details
04:12- Receipt Thank-You Note
05:31- Receipt Thank-You Email
Issuing Tax Receipts
08:27- Issuing a Single tax receipt
12:22- Issuing Multiple tax receipts
15:42- Issuing Annual tax receipts
Other Receipting Scenarios
17:44- Resending a tax receipt
19:20- Voiding a tax receipt
21:46- Sending a Corrected tax receipt
23:07- Marking a Contribution as Ineligible for a tax receipt