SecuTix can provide a new document mentioning the donations performed by your customers. Depending on your country of operation, this document may be used by your customers to get some tax reduction.
Solution
Getting started
If it doesn't exist yet, create a document type of document class Tax Refund Summary. A default template is provided by SecuTix. As for any document, you can customise it by either:
- Requesting our service team to do so (paid service)
- Download the default template provided by SecuTix, modify it and upload it. To download the template, select the document type and then the document models. Then, click on Document templates and New. Select the language and click on Standard Template, as illustrated below:
If you want the document to be generated automatically, add the document to the documents to send in menu Organisation context > Initialisation > Documents to send.
