Offer donation receipts on the screen
Representatives and donation receiptsIf you wish, the screen asks after a card payment: “Would you like a donation receipt?” If the donor taps Yes, please, the screen shows a QR code. It leads to a page where the donor enters their name, address and email address on their own phone. The Studio then issues the donation receipt (Zuwendungsbestätigung) and sends it as a PDF by email. Nobody enters any details on the screen.
Before you start
- The setup under Representatives is complete, and our team has confirmed the charitable status (Steuerbegünstigung).
- You've chosen the Digital procedure and notified the tax office (Finanzamt). With the Handwritten procedure, someone would have to sign each receipt by hand, which isn't possible by email.
- You have the “Owner” or “Finance” role and access to all screens.
How to switch it on
- Step 1: Open Campaigns in the Studio, and there the campaign or the local donation.
- Step 2: Under On screen, switch on Offer donation receipts.
- Step 3: Click Save.
The offer applies per campaign and on all of your community's screens. For a new campaign, it's off.
What the donor sees
- Step 1: After the payment, “Thank you for your donation” appears with the question about the receipt.
- Step 2: With Yes, please, the QR code appears. The link behind it is valid for 24 hours and can only be used once.
- Step 3: The page shows your community, the amount, the date and the campaign. It uses the language the donor chose on the screen and can be switched to German, Turkish or English.
- Step 4: After submitting, the receipt arrives as a PDF by email. The email is in the language of the page; the receipt itself is always in German.
If the email doesn't arrive, the donor asks for it again via the same link, to the same address. In total, it's sent at most three times. Replies to the email go to your community's contact address.
In the Studio
The receipt gets the next receipt number and appears next to the donation in Reports, like any other. There you can download or revoke it; see Revoke a donation receipt. The link no longer sends a revoked receipt.
When the screen doesn't ask
- The offer isn't enabled for the campaign, or the setup isn't complete.
- There's already a receipt for the payment, including within a combined donation receipt (Sammelbestätigung).
If someone chooses No, thank you on the screen, you can still issue the receipt later in the Studio as before.
Data protection
Your community is responsible for the details, and SadaqaNow processes them on its behalf. The name and address are on the receipt, which you keep for ten years. The email address is only used for sending. Until the link expires, the Studio stores only a check value of it, so that “Send again” goes to the same address.
Related articles
- Issue a donation receiptA donor wants a receipt? Here's how to issue it in the Studio for a specific payment, with a name and address that you check yourself.
- Choose the receipt procedureIn the last step, you decide whether receipts are created as PDFs with the signature embedded or whether you print each one and sign it by hand.
- Can I get a payment receipt or a donation receipt?If your community offers it, you request the donation receipt at the screen straight after paying and receive it by email. Otherwise, your community issues it on request.
More on “Representatives and donation receipts”
- Set up donation receiptsUnder Representatives, you set up in four steps who represents the community and who signs. After that, the Studio issues donation receipts.
- Enter the boardIn the first step, you enter who represents your community. The chair is required; other positions are optional.
- Add the signatureThe signature appears on every digital donation receipt. It's drawn in the Studio, on a phone via QR code, or via a link sent by email.
- Add the tax exemption noticeUpload the tax exemption notice (Freistellungsbescheid) from your tax office and enter the tax office, tax number, date, period and purposes. Our team reviews the details.
- Revoke a donation receiptIf a receipt was issued incorrectly or the donation was refunded, revoke it, stating a reason. After that, there's no new one for the same payment.
Still have questions?
Write to us at info@sadaqa-now.de and include the name of your community. That way we can help you as quickly as possible.
