Package: odoo14-addon-donation
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 moduledonation_bank_statement.This module will assist you in writing a thanks letter (before Odoo v14, this feature was added by a separate moduledonation_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 contentsConfigurationUsageBug TrackerCreditsAuthorsContributorsMaintainersConfigurationTo configure this module, you need to:create donation productsmake sure you have an inbound payment mode for each payment mode used to receive donations. This payment mode must be configured withLink to Bank Accountset toFixedand with the donation option active.if you wish to have a control amount on the donation, add the users to the groupDonation Check TotalIf you receive donations via credit transfer, you must also:in the configuration pageInvoicing > Configuration > Settings, in theDonationssection, 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 thePayments Configurationtab, select theDonation by credit transfer account. This account must allow reconciliation.Make sure that the accountant that processes bank statements hasUseraccess level or higher on theDonationapplication.UsageThis 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 moduleaccount_check_depositfrom the projectOCA/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 theManual Operationstab, set theDonation 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 asFor Each Donationand 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 TrackerBugs are tracked onGitHub 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 welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsBarroux AbbeyAkretionContributorsBrother Bernard <informatique - at - barroux.org>Brother Irénée (Barroux Abbey)Alexis de Lattre <alexis.delattre@akretion.com>Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>Nikul Chaudhary <nikul.chaudhary.serpentcs@gmail.com>MaintainersThis module is maintained by the OCA.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.Currentmaintainer:This module is part of theOCA/donationproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.