How it works
Three timescales, not one: a setup that happens once, a routine that repeats for every donation, and a rollover every 1 April. This page covers all three and links to the two workflows — issuing a receipt, and a donor verifying one — in full.
An organisation registers, and is created with donation heads, donation types, payment methods, two published receipt designs and a numbering series already in place. From then on the work is one loop: record a donation, issue it, and get the receipt to the donor.
Everything else is a consequence of that loop. Donors verify their own receipts from the QR code printed on them, every report states which receipts it counted — every one, issued only, or issued and voided — and each 1 April the numbering series starts again under a new financial year.
Which of these you are asking about decides which page is worth reading next.
Register the organisation, verify the email address, fill in the registration details that print on a receipt, and check the numbering series and the receipt design you were given. A trust that accepts the defaults is issuing receipts the same day.
What a new organisation starts withRecord each donation, issue it under the next number in your series, and get the receipt to the donor by WhatsApp, email, download or print. This is the part that repeats, and it is the part worth being quick.
How to issue a donation receiptDonors check their own receipts from the QR code on them. The trust answers to its auditor from 11 reports, each stating which receipts it counted, and to itself from an append-only log of who did what.
Reports and exportsOne is done by the trust, many times a year. The other is done by a donor, usually once, and usually on a phone.
The Indian financial year runs 1 April to 31 March, and it is the unit this product counts in. Four things follow from that, and all four are settings or rules rather than events somebody has to remember.
A newly registered organisation already has everything a receipt needs: donation heads, donation types, payment methods, two published receipt designs and a numbering series.
What is worth doing before the first receipt is filling in the organisation profile — the name, address and 80G registration that print on the document — and deciding whether the numbering series should carry your own prefix. Both are settings, not setup projects.
The one containing the receipt date, not the date it was typed in. The Indian financial year runs from 1 April to 31 March, so a donation dated 28 March belongs to the year that is ending even if it is recorded in May.
The same date decides which numbering series the receipt is allocated from. How far back a receipt may be dated at all is an organisation setting — a limit in days, off by default — and future-dated receipts are refused unless the organisation has allowed them.
By default, yes — the series restarts at your configured start number every 1 April, and the default prefix carries the year so that receipt 0001 of 2026-27 cannot be mistaken for receipt 0001 of 2027-28.
A trust that numbers continuously can turn the yearly reset off, and then the sequence simply carries on across April and the prefix does not change. Both are settings on the receipt numbering screen.
Nothing. They keep their numbers, their design and the organisation details that were frozen onto them when they were issued, so reprinting one years later produces the same document.
They stay readable and reportable: every report takes a date range, and the financial year summary is one of the ready-made ones.
Yes. Colleagues are invited by email and each is granted capabilities one at a time, so a volunteer entering donations need not be able to issue them, change settings or read billing.
Receipt numbers are allocated under a lock inside the transaction that issues the receipt, so two people issuing at the same moment get two different numbers rather than one collision.
No. It prepares Form 10BD and Form 10BE views from your own issued receipts and files nothing; the statements are not certified as conforming to the current statutory schema.
The filing itself, and Form 10BE certificates, happen on the Income Tax Department’s own systems after the statement is filed and accepted.
Create an account, verify your email address, and issue your first receipt on a design and a numbering series that are already in place.
