Your legal and administrative information appears on various documents generated by Springly, such as tax receipts and invoices — so it's important to keep it accurate.
The good news: this information rarely changes. We recommend setting it up when you first get started with Springly — after that, you can forget about it.
In this article, learn how to:
- Set up your organization's information
- Set up your tax receipts and invoices
Setting up your organization's information
The Your Nonprofit page is where you configure your organization's general information.
Accessing your organization's page
Go to the Your Nonprofit page, found in the settings center (Settings > Your Nonprofit).
Only the primary Administrator can edit the organization's general information.
Information you can edit from this page
From this page, you can add or update the following information:
- Legal name: the name under which your nonprofit is registered and operates. This name will appear on all documents issued and received by the organization.
- Display name: your display name can differ from your legal name. It's the name the public knows — shown on your website, in emails, and in the top-left corner of your platform.
ℹ️ Changing the display name later will not update your platform's URL. For example, if you rename your organization from Association France to Association Paris, the URL will remain associationfrance.assoconnect.com. To change the URL, go to Website > Settings & Theme > Domain Name. See this article for more information. - Mailing address: your nonprofit's registered address. It will appear on your tax receipts and invoices.
- Your nonprofit's phone number
- Contact email
- Logo: you can upload a new image by removing the existing logo.
Changes made to official documents are not retroactive: documents issued before the change will not be updated.
Setting up your tax receipts and invoices
Configure the legal information for your tax receipts and invoices covering transactions processed through the Membership, Donation, Event, and Product Sales modules.
Accessing the Tax Receipts and Invoices page
Go to Settings > Tax Receipts and Invoices.
Configuring legal information
To issue documents, you'll need to fill in the following information:
- Name: the legal name is pre-filled from the "Your Nonprofit" page.
- Legal structure
- Mission statement: a description of the purpose your nonprofit was formed to fulfill and the activities it carries out.
- Bylaws
- Category: your nonprofit's area of activity — for example, sports, charitable, cultural, etc.
- Mailing address: the registered address is pre-filled from the "Your Nonprofit" page.
- Logo to display on invoices
- Legal Representative: the person who will sign the documents issued.
Configuring invoice issuance
An invoice is an official accounting document that serves as proof of a purchase or sale.
To issue invoices that meet your organization's requirements, you can fill in the following details to include on the document:
- EIN (Employer Identification Number)
- VAT number
- Registration number: the official unique identification number for your organization, including the registration authority and city of incorporation.
This article provides more details on issuing invoices.
Configuring tax receipt issuance
Depending on your needs and your organization's status, you can enable the automatic issuance of tax receipts for donations. Learn more about tax receipts.
You can specify a deduction rate and a start date from which receipts can be issued. Once enabled, tax receipts will be automatically generated for all your Donation Campaigns.
Tax receipt issuance is only available if the Donations module is enabled.
If you set a start date of 09/01/2023, any transactions recorded before that date will not automatically generate a tax receipt. In that case, those transactions will only produce a Payment Receipt.
Learn more:
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