Generating Recurring Donation Receipts (Plus/Professional)

Note: Recurring Donations require a Plus or Professional subscription.

Recurring Donations are initiated on an Event Site. At the time of the transaction, confirmation of the pledge amount is provided via screen and/or email messaging and the recurring donation appears on receipts as a $0 line item.

The monthly payments (installments) are processed from the Account page and typically begin the day after the donation is registered (eg a credit card is provided).

A receipt is automatically emailed after each successful payment transaction, but you can also manually trigger individual or bulk receipts as needed.

You'll want to set-up your receipt beforehand and you can customize the receipt for donations originating from different event sites.

To Send Receipts to Multiple Supporters:

To bulk send receipts for recurring donations:

  1. Go to the Dashboard page > Click the Manage button next to Recurring Donations

    -or-

    Go directly to the Account Manager page: https://my.schoolauction.net or https://my.tofinoauctions.com.

  2. Click the All Account button in the Recurring Donations section
  3. Select desired recipients in left column
  4. Click Bulk Receipts button
  5. Specify Date Range
  6. Click the Email Receipt(s) button

Note: The Manager Account page requires Account Manager status to access but all Chairs of event sites will be granted access to the Manage Recurring Donations section of the account page from the event site.'s Orders page.

To Generate a Single Receipt:

To email or print a receipt to a single supporter for a recurring donation:

  1. Go to the Dashboard page > Click the Manage button next to Recurring Donations

    -or-

    Go directly to the Account Manager page: https://my.schoolauction.net or https://my.tofinoauctions.com.

  2. In the Recurring Donations section, click All Accounts.
  3. Click the Action button next to the desired supporter.
  4. Select Receipt from the dropdown menu.
  5. Specify the desired timeframe, then click Search.
  6. Click either Email Receipt To or Print Receipt, depending on how you’d like to provide the receipt.

Note: The Manager Account page requires Account Manager status to access but all Chairs of event sites will be granted access to the Manage Recurring Donations section of the account page from the event site's Orders page.

TIP: Custom text can be added to the body of the receipt during receipt setup on the Originating Event site. To do this, log in to the site and go to Site Settings > Customize Your Site > Receipt Setup > Recurring Donation Receipt.