How to Toggle Between Individual and Company Donations

There MUST be a company name in the patron record for a donation to become a "corporate" donation.

You have discovered a donation and receipt for an individual should have been made in the individual's company name. In Theatre Manager, you can easily change from individual to their company. Conversely, you can change from corporate to individual.

For quick reference information, see the following information on Toggling Between Individual and Corporate Donations.

For quick reference information on Toggling Between Individual and Corporate Donations

Cheatsheet

Video

To toggle between corporate and individual donations, you perform the following steps:

1. First, open the donation.
   
   Click here for more information on how to open the donation.
2. Click the Receipt tab.
3. Double-click on the receipt to apply the changes to.
   The receipt detail window opens.
   
4. Click in the Receipt # box and delete the number.
   The date will automatically clear from the Date/Time Printed field.
   
5. Click the Save button.
   Repeat Steps 3 - 5 for every receipt listed for the donation (if there is more than one).
6. Close the receipt detail window.
   
7. Click the Toggle button to change who the donation and receipt is applied to.
   The toggle button shows as if you are switching from an individual donation, to a company donation. The toggle button shows as if you are switching from a company donation, to an individual donation. When you click the toggle button the Tax Receipt Name, Program Name and Sort Name fields will switch to the company/individual name.