Overview

Glass Register allows administrators to update important organization and receipt settings directly from the dashboard. These settings control information that appears on donation receipts, donation forms, and recurring donation communications.

From the Settings page, you can update details such as:

• Authorized signatory for receipts

• Charity registration number (EIN/BN)

• Charity address

• Contact email for recurring donation changes or cancellations

• Charity logo

• Receipt template

• Stripe account connections

You can also access your Stripe Dashboard from this page.

When to Use This Process

Use this process when:

• Your organization’s receipt signatory has changed

• Your charity address or registration number needs updating

• Your charity logo has changed

• You need to update the contact email for recurring donations

• You want to modify your receipt template

• You need to connect or remove a Stripe account

Prerequisites

Before making changes, confirm:

• You have access to your Glass Register Dashboard

• You have administrator permissions

• Any updated files (such as logos or signatures) are ready to upload
  

Section 1: Accessing Organization Settings

Step 1: Log Into Glass Register

1. Log into your Glass Register Dashboard using your credentials.

Step 2: Open Settings

1. Locate the Settings icon in the bottom-right corner of the dashboard.

2. Click the icon to open the Settings page.
   

Step 3: Navigate to Donation Forms Settings

In the left-side navigation panel, click Donation Forms.

Section 2: Updating Organization and Receipt Settings

Scroll down the settings page to view the available fields.

Update Authorized Signatory

The Authorized Signatory is the individual whose name and signature appear on tax receipts.

You can:

• Change the signatory name

• Upload a new signature image

1. Locate the Authorized Signatory section

2. Enter the updated signatory name

3. Upload the signature file if needed

Update Charity Registration Number (EIN/BN)

You may update your organization’s charity registration number if it changes.

1. Locate the Charity Registration Number field

2. Enter the updated number

3. Save your changes

Update Charity Address

Your organization’s official mailing address can be updated here.

1. Locate the Charity Address section

2. Update the address fields

3. Save your changes

Update Contact Email for Recurring Donation Changes

This email address is used for donors who wish to:

• Modify recurring donations

• Cancel recurring donations

1. Locate the Email to Contact for Recurring Donation Changes or Cancellations field

2. Enter the updated email address

Update Charity Logo

Your charity logo appears on:

• Donation receipts

• Thank-you emails

• Some donation forms

1. Locate the Charity Logo section

2. Upload a new logo image if needed

Use a high-resolution PNG or JPG file for best results.

Update Receipt Template

Glass Register allows organizations to customize the layout and appearance of donation receipts.

From this section you can:

• Modify receipt text

• Adjust formatting

• Update branding elements

Manage Stripe Connection

From this page you can:

• Connect a Stripe account

• Remove an existing Stripe account

• Access your Stripe Dashboard

To access Stripe:

1. Locate the Stripe Account section

2. Click Open Stripe Dashboard

This will redirect you to Stripe’s secure login.

Section 3: Settings That Cannot Be Changed

Some settings cannot be modified once they have been saved, as they affect financial compliance and receipt tracking.

These include:

• Country ID

• Organization Type

• Receipt Number Prefix

The Receipt Number Prefix cannot be changed once it has been saved.
This prefix is used for tax receipt numbering and must remain consistent for compliance purposes.

If any of these fields require changes, please contact Glass Register Support for assistance.

Summary / Key Takeaways

• Organization settings can be accessed through the Settings icon in the dashboard

• The Donation Forms settings page controls receipt and charity information

• You can update signatories, logos, emails, and Stripe connections

• Certain compliance-related settings cannot be changed after they are saved

Need Help?

If you need assistance updating your organization settings, contact the Glass Register support team. They will be happy to help ensure your receipt and payment configurations remain compliant.