Changing the Treasurer on Receipts

Learn how to update the treasurer name and signature on your giving receipts.

Overview #

Changing the treasurer/signatory on receipts involves two parts: updating the name/title and updating the signature image.

Updating the Treasurer’s Name and Title #

1. Go to Admin > Church Information.
2. Update the Treasurer’s Title field (e.g., “Treasurer”, “Financial Secretary”).
3. Update the Treasurer’s Name field.
4. Save your changes.

Updating the Signature Image #

The signature image must be updated by Sunergo Support.

Prepare the Signature #

1. Scan the new treasurer’s signature as a JPEG, PNG or PDF file.
2. Ensure the background is white (not grey).
3. Use a high-resolution image.

Send to Sunergo Support #

Email the signature image to support@sunergo.net.

Verify the Update #

1. Once Sunergo confirms the update, go to Giving > Receipts > View Sample Annual Receipt to verify.
2. You may need to clear your browser cache to see the updated signature.