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Automated Receipts

Configurable gift acknowledgments and year-end summaries

Automated Receipts can generate branded gift acknowledgments from supported donation events and prepare year-end summaries from included giving records. Review template language, deductible amounts, fair-market-value treatment, refunds, and included gift types with finance before activation.

The Problem

Manually generating and mailing tax receipts is one of the most time-consuming administrative tasks for nonprofits -- and delays frustrate donors who need documentation for their tax filings.

The Solution

With Gratona Automated Receipts, supported donations can trigger a configured acknowledgment and donors can access available receipt history, while finance retains control of the template and reporting rules.

How it works

1

Instant delivery

Supported donation events can generate the configured branded acknowledgment and queue the approved delivery workflow.

2

Year-end summaries

Prepare year-end summaries from the supported date range and included gift types, then review totals and exclusions before release.

3

Self-service downloads

Donors access their complete receipt history and download individual or year-end PDFs anytime from the self-service portal.

Key features

Instant email receipts
Year-end summaries
Custom branding
PDF downloads

Frequently asked questions

Ready to get started?

See how automated receipts can transform your organization.