{"id":70793,"date":"2025-11-03T10:20:03","date_gmt":"2025-11-03T09:20:03","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/where-does-the-donor-data-come-from-during-a-transaction\/"},"modified":"2026-07-02T14:22:33","modified_gmt":"2026-07-02T13:22:33","password":"","slug":"where-does-the-donor-data-come-from-during-a-transaction","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/donations\/where-does-the-donor-data-come-from-during-a-transaction\/","title":{"rendered":"Where does the donor data come from during a transaction?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.   <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also create a new donor record here if one doesn&#8217;t already exist.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If a person&#8217;s record is linked to another person&#8217;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. <\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#22c55e;border-left-width:0.5rem;background-color:#dcfce7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Tip<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">We recommend that you create a separate person record for each member of a married couple, rather than a single record for both. <br \/><br \/>So create separate records for both people, and then link them as a married couple in the person details using the <em>&#8220;Spouse<\/em> &#8221; relationship.<\/p>\n<\/aside>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-79a8db7e wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Read more<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/spenden\/30-wie-buche-ich-spenden\/\">How to enter donations<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/donations\/19-how-to-create-donation-receipts\/\">How to create collective confirmation (donation receipts)?<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[440],"doc_tag":[],"knowledge_base":[224],"class_list":["post-70793","docs","type-docs","status-publish","hentry","doc_category-donations","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-07","word_count":127,"total_views":"6","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Victoria Weidemann","author_nicename":"vweidemann","author_url":"https:\/\/churchtools.academy\/en\/author\/vweidemann\/"},"doc_category_info":[{"term_name":"Donations","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/donations\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70793","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=70793"}],"version-history":[{"count":9,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70793\/revisions"}],"predecessor-version":[{"id":70803,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70793\/revisions\/70803"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=70793"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=70793"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=70793"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=70793"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}