With the help of ChurchTools Finance, you can create donation receipts, also called collective receipts, quickly and easily. You can only do this for past accounting years. However, you can create draft donation receipts even before the end of an accounting year. You can identify those by the watermark Draft on them.
To create donation receipts for a past accounting year or the current draft of a donation receipt, navigate in the Finance module (1) to the Donors tab (2).
Here you have the option of creating either all (3) donation receipts or the donation receipt for a single (4) donor.
To create a donation receipt for an individual donor, find the donor in the list and click on Create donation receipts in the corresponding line (4 – see above).
This opens the Preview, where you can check whether the donation receipt looks correct and contains all the required data (1).
You can switch between the Cover letter and the Attachment (2) and choose which Template (3) to use if you have saved several templates in ChurchTools.
If everything is correct, you can Download a draft (4) or directly the finished donation receipt (5). Two separate pdf files are always downloaded, the cover letter and the attachment.
In the donor overview you can download (1) an already created donation receipt again, create a duplicate (2) of that donation receipt or delete the already created donation receipt and create a new one (3) instead.
In ChurchTools you can also create all available donation receipts at once. To do this, click on the button Create all donation confirmations (3 – see above) in the donor overview or Create remaining donation receipts if you have already created individual donation receipts.
Depending on the number of donation receipts, this process may take a little time. You can track the progress in the donor overview.
Once all donation receipts have been generated, you can download them either collectively (1) or individually (2).
If you download all donation receipts together, you have the option to configure the file before downloading.
