<h1 class="title">Donation</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/donation/tree/14.0/donation"><img alt="OCA/donation" src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/180/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>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 <em>donation_bank_statement</em>.</p> <p>This module will assist you in writing a thanks letter (before Odoo v14, this feature was added by a separate module <em>donation_thanks</em>).</p> <p>This module also supports in-kind donations (in-kind donations don't generate any accounting entry but can generate a tax receipt).</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure this module, you need to:</p> <blockquote> <ul class="simple"> <li>create donation products</li> <li>make sure you have an inbound payment mode for each payment mode used to receive donations. This payment mode must be configured with <em>Link to Bank Account</em> set to <em>Fixed</em> and with the donation option active.</li> <li>if you wish to have a control amount on the donation, add the users to the group <em>Donation Check Total</em></li> </ul> </blockquote> <p>If you receive donations via credit transfer, you must also:</p> <ul class="simple"> <li>in the configuration page <em>Invoicing &gt; Configuration &gt; Settings</em>, in the <em>Donations</em> section, select the product that will be used for donations by credit transfer.</li> <li>on the bank journals corresponding to the bank accounts on which you receive donations by credit transfer, in the <em>Payments Configuration</em> tab, select the <em>Donation by credit transfer account</em>. This account must allow reconciliation.</li> <li>Make sure that the accountant that processes bank statements has <em>User</em> access level or higher on the <em>Donation</em> application.</li> </ul> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>This module handles donations by cash, check or by credit transfer:</p> <ul class="simple"> <li>for donation by cash or check, you should first create a new donation and validate it. Then, if you have the module <em>account_check_deposit</em> from the project <a class="reference external" href="https://github.com/OCA/account-financial-tools">OCA/account-financial-tools</a>, you can create a check deposit.</li> <li>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 <em>Manual Operations</em> tab, set the <em>Donation by credit transfer account</em> (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.</li> </ul> <p>When you validate a donation:</p> <ul class="simple"> <li>it will create a journal entry that goes directly from the revenue account to the payment account without going through a receivable account.</li> <li>if the tax receipt option of the donor is configured as <em>For Each Donation</em> and the product of the donation line is eligible to a tax receipt, it will generate the tax receipt.</li> </ul> <p>To have some statistics about the donations, go to the menu Donation &gt; Reporting &gt; Donations Analysis.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/donation/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/donation/issues/new?body=module:%20donation%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>Barroux Abbey</li> <li>Akretion</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li>Brother Bernard &lt;informatique - at - barroux.org&gt;</li> <li>Brother Irénée (Barroux Abbey)</li> <li>Alexis de Lattre &lt;<a class="reference external" href="mailto:alexis.delattre&#64;akretion.com">alexis.delattre&#64;akretion.com</a>&gt;</li> <li>Serpent Consulting Services Pvt. Ltd. &lt;<a class="reference external" href="mailto:support&#64;serpentcs.com">support&#64;serpentcs.com</a>&gt;</li> <li>Nikul Chaudhary &lt;<a class="reference external" href="mailto:nikul.chaudhary.serpentcs&#64;gmail.com">nikul.chaudhary.serpentcs&#64;gmail.com</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>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.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/alexis-via"><img alt="alexis-via" src="https://github.com/alexis-via.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/donation/tree/14.0/donation">OCA/donation</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>