Where does the donor data come from during a transaction?

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In ChurchTools Finance, you can select the appropriate donor directly when entering a donation. The Finances module accesses the person records in the Persons module. This means you can select any person for whom a record has been created in the Persons module of your ChurchTools.

You can also create a new donor record here if one doesn’t already exist.

If a person’s record is linked to another person’s through a spousal relationship, you can also indicate here that the donation was made as a married couple. This makes it especially easy for you to issue donation receipts at the end of the year, since the same donation is then certified for both spouses.

Aktualisiert am 2. July 2026
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