Payments
Automated Receipts
Tax receipts sent instantly, every time
Automated Receipts eliminate the manual work of generating and sending tax-compliant donation receipts. Every donation triggers an instant email receipt with your branding, and year-end summary receipts consolidate all giving into a single document with one click. Donors can also download receipts anytime from their self-service portal.
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 HYS Automated Receipts, every donation triggers an instant branded receipt, and year-end summaries generate with one click -- saving your team hours and keeping donors happy.
How it works
Instant delivery
Every donation automatically generates a branded, tax-compliant receipt and delivers it to the donor via email within seconds of the transaction.
Year-end summaries
Generate consolidated year-end receipts for all donors with one click. Each receipt lists every donation for the calendar year with totals.
Self-service downloads
Donors access their complete receipt history and download individual or year-end PDFs anytime from the self-service portal.
How this feeds Aida's work queue
Every automated receipts signal becomes an owned, reviewed action on your team's queue
In HelpYouServe, the context this captures lives on one record and rolls up into Aida's daily queue. Aida, your AI Development Director, turns it into an owned next action with a deadline, prepares the next step in your voice with citations, and your team reviews and approves before anything goes out. Aida adds development capacity, she does not replace your team.
HelpYouServe is the platform underneath: donor records, giving pages, sponsorships, communications, reporting, tasks, approvals, and audit history on one system.
Source context, owner, deadline, AI draft, your approval
Key features
Frequently asked questions
Ready to get started?
See how automated receipts can transform your organization.