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home/Knowledge Base/Settings/Customising the text and layout on a Section 18A Tax Certificate

Customising the text and layout on a Section 18A Tax Certificate

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Click on the settings icon in the main menu bar. Go to settings in the drop down menu.

Select certificates from theleft menu.

Layouts & Colours: 

Here you can select a certificate template, as well as a primary and secondary colour for your tax certificate.

Certificate Numbering:

Here you can specify the last Section 18A that you may have issued, so that ActiveDonor will ensure continuity from the prior sequence.

The prefix and suffix values are optional – these can be any number or text you wish to include before or after your certificate.

Text Customization:

Use the text blocks to edit the static text that appears on your tax certificate.

Signatory:

If your tax certificate only has one signatory, you may add a role and their name here. If you have multiple signatories, leave these fields blank so that it uses the logged-in users’ names and roles for the signature block.


Click “Save certificate settings” after changes have been made.

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Settings
  • Customising the text and layout on a Section 18A Tax Certificate
  • Filling in IT3D Settings for Section 18A Submissions
  • Setting up Newsletter Syncing
  • Viewing the Activity Log
  • Uploading an electronic signature for Section 18A Certificate
  • Reset Your Password
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Settings
  • Customising the text and layout on a Section 18A Tax Certificate
  • Creating a new user
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  • Managing Your Message Templates
  • Setting your organisation settings (logo etc.)
  • Managing Donor Categories (Tags)
  • Reset Your Password
  • Viewing the Activity Log
  • Uploading an electronic signature for Section 18A Certificate
  • Setting up Newsletter Syncing
  • Filling in IT3D Settings for Section 18A Submissions
All Categories
  • Donors
  • Mobile App
  • Projects
  • Receipting
  • Reminders
  • Reports
  • Section 18A Certificates
  • Settings
  • Subscription
  • Users

  Viewing all Section 18A Tax Certificates for a Donor

Deleting a Section 18A Tax Certificate  

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