Record a payment on behalf of a company
When a corporate patronage, a professional membership fee, or a donation from a company arrives, the tax receipt must be issued in the name of the legal entity and not in the name of the executive in a personal capacity. Unisoft manages this case via Professional billing, which automatically adapts the required fields and the tax receipt format.
Personal vs Professional
| Criterion | Personal billing | Professional billing |
|---|---|---|
| Donor type | Individual | Company / association / foundation |
| Required field | Last name + first name | Company name |
| Required identifier | None | Company ID |
| Address | Personal | Registered office or establishment |
| Tax receipt | Article 200 of the CGI (France) | Article 238 bis of the CGI — patronage |
| Deductibility | 66% of the donation (France) | 60% of the donation, capped at 0.5% of turnover excluding tax |
The billing type is defined payment by payment: a single contact can have payments in Personal (membership fee in private capacity) and in Professional (patronage via their company).
Entry procedure
- 1
Open Add a payment
Payments list → Add a payment button.
- 2
Choose the method and contact
As for a classic payment. The contact is often the executive or the patronage referent of the company.
- 3
Switch Billing type = Professional
The form displays the fields specific to companies.
- 4
Fill in the company name
The company's legal name as registered with the commercial registry (e.g. "SCI IMMOBILIERE COHEN", "SARL LEVY CONSULTING").
- 5
Fill in the Company ID
The legal identifier of the company in its country of incorporation (9-digit company number in France, federal identifier in the United States, registration number in the United Kingdom, etc.).
- 6
Enter the registered office address
Full address: number, street, postal code, city, country.
- 7
Complete the rest of the form
Amount, payment reason (campaign, fund, main cash register), comment.
- 8
Check Issue a tax receipt
The receipt will be addressed to the company name.
- 9
Save
The payment is created with the Professional type. Visible in the filters as such.
Contact to attach: company or executive?
Two practices depending on your organization:
Practice 1: Create a "company" contact
| Advantage | Disadvantage |
|---|---|
| Payment history clearly isolated | If the contact changes referent, you have to update |
| Immediate search by company name | Duplicate with a possible personal contact of the executive |
Entry: create a contact with the company name as last name and the Personal or Legal entity type according to your instance settings.
Practice 2: Contact = executive, billing = Professional
| Advantage | Disadvantage |
|---|---|
| One contact for the person, multiple roles | History mixes personal and professional payments |
| CRM logic (the relationship is with a person, not a company name) | Less readable for accounting |
Entry: use the existing contact of the executive + check Billing = Professional + fill in company name and identifier.
Tax receipt format for companies
The Unisoft tax receipt automatically adapts:
| Element | Personal | Professional |
|---|---|---|
| Recipient | First name Last name | Company name |
| Address | Home | Registered office |
| Mention | Article 200 of the CGI | Article 238 bis of the CGI |
| Deduction | 66% (income) | 60% (corporate income tax), capped |
| Identifier | — | Company ID |
The PDF is generated in the adapted format and sent to the email provided.
Special cases
Corporate membership fee
Many organizations offer a corporate membership fee (active member legal entity). Enter:
- Billing type Professional
- Payment reason: Form (if the fee is attached to a membership form) or Main cash register depending on your accounting
- Tax receipt with "membership fee" mention — check deductibility with your chartered accountant
Occasional patronage from a company
For a significant one-time donation (often during a gala or campaign):
- 1
Check the patronage agreement
For significant donations, a written agreement is advised (possible material counterparts ≤ 25% of the donation).
- 2
Enter the payment
Professional type + company name + identifier + registered office address.
- 3
Attach the agreement to your internal file
Not in Unisoft — in your EDM or paper filing.
- 4
Issue the tax receipt
Automatic article 238 bis of the CGI mention.
Patronage of skills (professional in-kind donation)
A company offers you a free service (accounting audit, website redesign, training). It's a professional in-kind donation.
- Method: In kind
- Billing type: Professional + company name + identifier
- Valuation: usual rate of the service × volume
- Article 238 bis of the CGI tax receipt with "in-kind donation of services" mention
See Payment in kind.
Subsidiary donating on behalf of the group
If the subsidiary Cohen Conseil SARL pays a donation for the group Cohen Holding:
- Enter the payment in the name of the subsidiary (the one that actually debited its account)
- Mention in comment "Donation on behalf of group Cohen Holding"
- The tax receipt will be issued to Cohen Conseil SARL (the entity that paid)
Payment from an endowment fund or foundation
The donor is the foundation itself (non-profit legal entity). Entry identical to corporate patronage, with the company name and identifier of the foundation.
Change of company name during the year
If the company changes name ("SARL LEVY" becomes "LEVY CONSULTING"), modify the upcoming payment with the new company name. Past payments keep the old company name — it's the legal name at the time of the donation that must appear on the receipt.
Filter professional payments
- 1
Open the filters
Payments list → Filters button.
- 2
Check Billing type = Professional
The list isolates professional payments.
- 3
Combine with other filters
Date, amount, platform to prepare a patronage report.
See Filter my payments.
Go further
- Add a payment — general procedure
- View payment details — Billing block
- Tax receipts — formats by case
- Payment in kind — patronage of skills
- Understanding a contact