See your payments, print a receipt and download a giving statement

Who can do this: The supporter, in the organization's supporter portal, signed in with their own email address. A supporter is anyone in the organization's records who has given, joined or registered. You see only your own payments.

Quick steps: Portal › sign in with your email code › "Payments" › click a payment › "Print / Save PDF" or "Email me a copy". Statement: "Payments" › "Download statement (PDF)".

Before you start

• You need access to the email inbox the organization has for you. The portal signs you in with a code sent there.
• The portal is the organization's supporter page. The link is in the organization's emails, or on its website. See Sign in to the supporter portal.
• A receipt is the record of one payment. A giving statement is one document that lists your giving for a whole calendar year, often used for taxes.

Sign in to the portal

Page: /portal/<orgSlug>

1. Open the portal link. A link from an email opens with your email address already filled in.
2. In "Email address", check or type your email address.
3. Click "Email me a code".
4. You'll see "Check your email". Open the email from the organization and find the 6-digit code.
5. Type the code in "Verification code", then click "Verify".
6. You'll see "Email verified successfully", and the portal opens on "Home".

If it didn't work:

• "Invalid verification code. Please check and try again." means a typo. Type the code again.
• "Invalid or expired code. Please request a new one." means click "Resend" and use the new code.

See your payments

1. Near the top of the portal, find the row of tabs: "Home", "Payments" and "Profile".
2. Click "Payments".
3. Under the heading "Payments" you'll see "Your payments to [organization name]. Choose one to see its receipt."
4. Payments are grouped by year, newest first. Each row shows what it was for, the date, how it was paid, and the amount on the right.
5. If you have many payments, the bottom of the list shows "Page 1 of …". Click the right arrow (›) for older payments, or the left arrow (‹) for newer ones.

If you have no membership, "Home" also shows "Your [year] giving" with a button "See payments and receipts". That button opens the same "Payments" tab.

If you see "No payments yet.", the organization has no payments under your email address. Contact the organization if you think that is wrong.

If you see "Failed to load payment history.", click "Try again".

Open a receipt

1. On the "Payments" tab, click the payment you want.
2. You'll see "Loading your receipt...", then the receipt. Its title says what the payment was for, with the date and amount below.
3. To go back to the list, click "‹ Payments" at the top left of the receipt.

Some payments, such as some entered by the organization's staff, have no full receipt. Then you'll see a short summary with the line "A full receipt isn't available for this payment, so this is a summary. Contact [organization name] if you need one."

If the receipt can't be fetched, you'll see the summary with "The full receipt could not be loaded, so this is a summary." Click "‹ Payments", then open the payment again.

If you see "Corrected — the copy we emailed … showed a different tax-deductible amount.", the receipt on screen has the current figures. Use this one.

Print a receipt or save it as a PDF

1. Open the receipt (see "Open a receipt").
2. Below the receipt, click "Print / Save PDF".
3. Your device's print window opens.
4. To print, choose your printer and print. To keep a file, choose "Save as PDF" as the printer. The wording of that choice depends on your device.

On a short summary receipt, the button reads "Print or save as PDF" instead. It works the same way.

Have a copy emailed to you

1. Open the receipt (see "Open a receipt").

Important: The next step emails the receipt to the address the organization has on file for you. It can't go to a different address.

2. Below the receipt, click "Email me a copy".
3. The button shows "Sending...".
4. You'll see "Sent to [your email]. It may take a few minutes to arrive." That means it worked.

If you see "The copy could not be sent. Please try again.", try again later. The same receipt can only be sent so often.

The short summary receipt has no "Email me a copy" button.

Download your giving statement

1. Click the "Payments" tab.
2. At the top, find "Your [year] giving". It shows the year with your most recent payment.
3. To choose another year, click the year menu at the top right of that section and pick a year. The menu only appears if you have payments in more than one year.
4. Click "Download statement (PDF)".
5. The button shows "Preparing statement...". A file named "giving-statement-[year].pdf" then downloads to your device. That means it worked.

If you see "The statement could not be downloaded.", try again.

If the "Download statement (PDF)" button isn't there, there is no statement for that year.

What the labels mean

• Your [year] giving: your totals for one calendar year. They are the same figures as your giving statement.
• Paid: the total you paid the organization that year.
• Value received: the value of anything you received in return, such as event tickets or goods.
• Tax-deductible: the part of what you paid that may be tax-deductible. It only shows when the organization's tax status allows a deduction. Otherwise a sentence about tax appears in its place.
• Refund: … at the start of a payment's title means money returned to you.

If you make a mistake

• Opened the wrong receipt: click "‹ Payments" at the top left and choose another.
• Nothing here changes your payments or records. To correct a payment, contact the organization.