Donations Settings control how CommunitySuite processes, receipts, and displays donations across your site.
To access donations settings:
- Navigate to the Donations page and click Settings in the left-side menu.
Donations Settings Fields
Tax Receipt Serial Numbers - This assigns a unique serial number to each donation and the associated tax receipt. Serial numbers are required for Canadian clients.
Tax Receipt Templates - If a custom tax receipt template has been uploaded, then checking this box will use that custom template.
- If the box is unchecked, the system will use the default Donation Tax Header and Footer from Donations Content.
Auto Tax Receipt – Will send an automatic email receipt for online and recurring donations.
Auto Event Receipt - Separates the ability to automatically send an event ticket receipt versus a donation receipt. When this is checked, ticket receipts for online registration send automatically.
Use Letterhead - Removes your logo from printed documents. This is useful for foundations that use pre-printed letterhead stationary.
- If the Use Letterhead checkbox was selected, then scroll down and click Save.
- Next, click Edit from the left side menu. Enter the number of inches from each edge that you need to accommodate your letterhead stationary.
- Click Save.
- If the letterhead feature is used, then system generated donation tax receipts will not print your logo. If the letterhead feature is not used, then CommunitySuite will print your logo at the top of the relevant donation letter, tax receipt, etc.
Allow Liability Account - Allows users to include liability accounts in account options when entering donations.
Donation Review - Enable this setting to add a Review bucket to the Donations page. The Review bucket is used to help identify profile duplicates and staff review.
Summary By Fiscal Year - Enable this setting to view the donation summary table by fiscal year instead of the default calendar year. When enabled, view a donor record to see the donation summary table show in a FY20XX format.
- This setting additionally changes the Portal's Donation Summary page to the site's fiscal year.