Receipt Scanning for Offline Donations

Receipt scanning helps employees log offline donations faster. When an employee uploads a receipt, the system reads it, fills in the donation details it finds, and checks that the receipt matches the donor and charity.

Receipt scanning is available when receipt upload is enabled for your organization’s offline donations. Your Customer Success Manager manages this setting for you.

How Receipt Scanning Works

Receipt scanning uses the prebuilt receipt model in Azure Document Intelligence, a Microsoft service that extracts text and values from receipts. For details about how the model reads receipts, see Receipt data extraction in Azure Document Intelligence on the Microsoft Learn site.

Note: Because this is not a generative feature, you can have receipt scanning enabled even if you do not enable the Blackbaud AI global opt in.

Receipt Scanning User Experience

Employees upload a PDF, PNG, or JPEG receipt at the start of the Log an Offline Donation flow. The system:

  1. Scans the receipt.

  2. Fills in Donation Amount, Donation Type, and Original Donation Date if it finds them on the receipt. If the system can't read a value with enough confidence, it leaves the entry blank so the employee can enter it.

  3. Checks whether the charity name and donor name on the receipt match the selected charity and the employee who is logged in.

The employee then reviews the details and completes the rest of the flow as usual. The employee can submit the offline donation even if the system doesn't recognize a match for the charity or donor name.