Donation settings
Store the club name, address, tax number, tax office and exemption notice. Theatilo adds these details to every donation receipt it creates for you.
Web
Chöre›Chor›Kassenbuch›Einstellungen›Spendenbescheinigungen
This feature is only available on the web.
Permission required: Cashbook – Create & edit transactions
What is this?
Under Donation receipts you store the club details that appear on every donation receipt:
- Organization Name, Street, ZIP Code, City
- Tax ID and Tax Office
- Exemption Notice Date and Assessment Period
- Charitable Purpose, for example “promoting arts and culture”
How to fill in the settings
- Open Ensembles, choose your choir and go to Cash book > Settings > Donation receipts.
- Enter the details from your exemption notice.
- Click Save. With Reset you discard unsaved changes.
- With New donation you can record a donation directly from here.
Permission
You need Create & edit transactions.
Tips
- Check the details after every new exemption notice.
- Then create a test receipt on a donation entry and check the PDF.
Frequently asked questions
Which details are required?▾
For a donation receipt, at least **Organization Name**, **Tax ID** and **Tax Office** must be filled in. Otherwise Theatilo reports when creating the receipt that the donation settings are incomplete.
Where do I find the date and period of the exemption notice?▾
In the current exemption notice (Freistellungsbescheid) from your tax office. Enter the date of the notice and the assessment period, for example “2023–2025”.
Do new details also apply to old receipts?▾
Theatilo does not store donation receipts, but creates the PDF anew with every click. Every newly created PDF uses the details currently in the settings.
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