How to create a Deductible Receipt for Donations in Xero
Follow these steps to update the branding theme:
- Click on your Formation name and then settings
- Select invoice settings
- New branding theme down arrow and select Custom.docx
- Enter 'DGR Receipt' as the new branding theme
- Scroll to the bottom of the screen and selected upload
- Select invoice browse and upload the template
- You now can create a DGR invoice. Create an invoice and change the 'branding' to DGR Receipt and code the invoice to Donation and Approve.
- If you print the invoice once the payment has been reconciled, you will now produce an Official Receipt.
Attached: Branded DRG Receipt Xero Template