Donations and donation receipts

Komma creates donation receipts from confirmed financial transactions. The relevant facts are the payment received, its contact assignment and the donor's receipt request – not the service through which a donation was announced.

Requirements

• The payment is confirmed and classified as a donation under Finance → Review transactions.
• The transaction is assigned to the correct contact.
• The contact's request for a donation receipt is recorded.
• The required organisation details are complete under Finance → Master data.

Creating a receipt

Open Finance → Donation receipts, select the donation year and review the proposed contacts and amounts. Komma combines a contact's confirmed donations for that year and generates a PDF receipt.

Generated documents are stored in the archive with a document number. Incorrect receipts are voided rather than silently overwritten; you can then create a corrected version.

Automatic annual receipts

Automatic annual aggregate receipts can be enabled in the finance master data. Komma then uses the previous year's confirmed donation transactions for contacts who requested a receipt – independently of any payment or fundraising provider.

Before sending receipts, check your master data, tax requirements and retention procedures. Komma is not a substitute for tax advice.