Use alternate names when generating tax receipts

Posted 1 year ago

We've just published an update to the giving section that allows treasurers to choose which name should be used for a person when generating their tax receipts. You can choose between:

  • Their first name (the default)
  • Their birth first name
  • Their middle name

Of course these options will only be available if you've set either a birth name or middle name in the "People" section.

You can find this new option on the "Create Receipts" page in the three-dot dropdown menu beside each tax receipt. Any changes you make will be applied to both that tax receipt, as well as any future tax receipts you generate for that person.

This is a helpful change as it allows treasurers to use someone's real name when generating tax receipts — helping prevent any confusion with the fine folks in the tax department.