Donation
(0)
250
Barroux Abbey

Donation

FREE
Technical name
donation
License
AGPL-3
Secure dependencies
N/A
Donation

Donation

Beta License: AGPL-3 OCA/donation Translate me on Weblate Try me on Runboat

This module handles donations by cash, check or by credit transfer and generate the corresponding journal entries and tax receipts. Before Odoo v14, support for donations by credit transfer was added by a separate module donation_bank_statement.

This module will assist you in writing a thanks letter (before Odoo v14, this feature was added by a separate module donation_thanks).

This module also supports in-kind donations (in-kind donations don’t generate any accounting entry but can generate a tax receipt).

Table of contents

Configuration

To configure this module, you need to:

  • create donation products
  • make sure you have an inbound payment mode for each payment mode used to receive donations. This payment mode must be configured with Link to Bank Account set to Fixed and with the donation option active.
  • if you wish to have a control amount on the donation, add the users to the group Donation Check Total

If you receive donations via credit transfer, you must also:

  • in the configuration page Invoicing > Configuration > Settings, in the Donations section, select the product that will be used for donations by credit transfer.
  • on the bank journals corresponding to the bank accounts on which you receive donations by credit transfer, in the Payments Configuration tab, select the Donation by credit transfer account. This account must allow reconciliation.
  • Make sure that the accountant that processes bank statements has User access level or higher on the Donation application.

Usage

This module handles donations by cash, check or by credit transfer:

  • for donation by cash or check, you should first create a new donation and validate it. Then, if you have the module account_check_deposit from the project OCA/account-financial-tools, you can create a check deposit.
  • for a donation by credit transfer, the process in inverted: first, import your bank statement file and process it. When you process a statement line that correspond to a donation by credit transfer, make sure that the partner is the good one and, in the Manual Operations tab, set the Donation by credit transfer account (configured on the corresponding bank journal) as counterpart. When you close the bank statement, Odoo will generate a draft donation for each statement line identified as a donation by credit transfer. Then you should verify and validate these draft donations.

When you validate a donation:

  • it will create a journal entry that goes directly from the revenue account to the payment account without going through a receivable account.
  • if the tax receipt option of the donor is configured as For Each Donation and the product of the donation line is eligible to a tax receipt, it will generate the tax receipt.

To have some statistics about the donations, go to the menu Donation > Reporting > Donations Analysis.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Barroux Abbey
  • Akretion

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

alexis-via

This module is part of the OCA/donation project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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Python dependencies

Package Version Secured
psycopg2_binary 2.8.6
openupgradelib 3.6.1

Available languages

Language % translated
Spanish / Español
100%
German / Deutsch
59%
French / Français
45%