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*.
@ -71,7 +74,7 @@ Bug Tracker
Bugs are tracked on `GitHub Issues <https://github.com/OCA/donation/issues>`_.
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
If you spotted it first, help us to smash it by providing a detailed and welcomed
<p><aclass="reference external"href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external"href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/donation"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external"href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external"href="https://runbot.odoo-community.org/runbot/180/14.0"><imgalt="Try me on Runbot"src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png"/></a></p>
<p><aclass="reference external image-reference" href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external image-reference" href="https://github.com/OCA/donation/tree/14.0/donation"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external image-reference" href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/donation&target_branch=14.0"><imgalt="Try me on Runboat" src="https://img.shields.io/badge/runboat-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>This module handles donations by cash, check or by credit transfer:</p>
<ulclass="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 <aclass="reference external"href="https://github.com/OCA/account-financial-tools">OCA/account-financial-tools</a>, you can create a check deposit.</li>
@ -417,24 +419,24 @@ ul.auto-toc {
<p>To have some statistics about the donations, go to the menu Donation > Reporting > Donations Analysis.</p>
<aclass="reference external image-reference"href="https://odoo-community.org"><imgalt="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
<p>This module is part of the <aclass="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 <aclass="reference external"href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
<p><aclass="reference external"href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external"href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/donation_base"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external"href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation_base"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external"href="https://runbot.odoo-community.org/runbot/180/14.0"><imgalt="Try me on Runbot"src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png"/></a></p>
<p><aclass="reference external image-reference" href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external image-reference" href="https://github.com/OCA/donation/tree/14.0/donation_base"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external image-reference" href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation_base"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/donation&target_branch=14.0"><imgalt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This is the base module for donations. This module doesn’t do anything in itself ;
it just adds some properties on products and partners and adds the <em>donation.tax.receipt</em> object.</p>
<p>To get some real features, you should install the <em>donation</em> or the <em>donation_sale</em> module.
@ -375,18 +377,18 @@ To understand the difference between these 2 modules, read <a class="reference e
<aclass="reference external image-reference"href="https://odoo-community.org"><imgalt="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
<p>This module is part of the <aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/donation_base">OCA/donation</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <aclass="reference external"href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
<p><aclass="reference external"href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external"href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/donation_direct_debit"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external"href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation_direct_debit"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external"href="https://runbot.odoo-community.org/runbot/180/14.0"><imgalt="Try me on Runbot"src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png"/></a></p>
<p><aclass="reference external image-reference" href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external image-reference" href="https://github.com/OCA/donation/tree/14.0/donation_direct_debit"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external image-reference" href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation_direct_debit"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/donation&target_branch=14.0"><imgalt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>With this module, when you validate a donation that has a payment method linked to a SEPA direct debit payment mode:</p>
<ulclass="simple">
<li>if a draft direct debit order for SEPA Direct Debit already exists, a new payment line linked to the donation is added to it,</li>
<p>In the menu <em>Invoicing > Configuration > Management > Payment Modes</em>, make sure that you have a payment mode for SEPA Direct Debit that has the donation option active.</p>
<p>On the donor (i.e. partner) form, create a bank account (IBAN) and create a related mandate. Validate the mandate.</p>
<p>Create a new donation for that donor. Select the SEPA direct debit payment mode: a new required field <em>Mandate</em> will appear: select the mandate of the donor. Create the donation line(s).</p>
<p>Validate the donation. In the chatter of the donation, you will see a message about the debit order that has been created or updated with a link to it. You can then click on the link and finalize the debit order.</p>
<aclass="reference external image-reference"href="https://odoo-community.org"><imgalt="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
<p>This module is part of the <aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/donation_direct_debit">OCA/donation</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <aclass="reference external"href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
<p><aclass="reference external"href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external"href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/donation_recurring"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external"href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation_recurring"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external"href="https://runbot.odoo-community.org/runbot/180/14.0"><imgalt="Try me on Runbot"src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png"/></a></p>
<p><aclass="reference external image-reference" href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external image-reference" href="https://github.com/OCA/donation/tree/14.0/donation_recurring"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external image-reference" href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation_recurring"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/donation&target_branch=14.0"><imgalt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module handles recurring donations. For example, if you have
setup a donation plan where donors can donate monthly via direct
debit, you can use this module in combination with the module
@ -375,50 +377,50 @@ debit, you can use this module in combination with the module
<p>In the menu <em>Donation > Donations > Recurring Donations</em>, create a
recurring donation template for each donor that commited to donate
monthly via direct debit.</p>
<p>If a donor ask to suspend it’s recurring donation, click on the <em>Suspend</em> button. If he later asks to restart his recurring donations, click on the <em>Re-activate</em> button.</p>
<aclass="reference external image-reference"href="https://odoo-community.org"><imgalt="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
<p>This module is part of the <aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/donation_recurring">OCA/donation</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <aclass="reference external"href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
<p><aclass="reference external"href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external"href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/donation_sale"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external"href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation_sale"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external"href="https://runbot.odoo-community.org/runbot/180/14.0"><imgalt="Try me on Runbot"src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png"/></a></p>
<p><aclass="reference external image-reference" href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external image-reference" href="https://github.com/OCA/donation/tree/14.0/donation_sale"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external image-reference" href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-donation_sale"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/donation&target_branch=14.0"><imgalt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>To understand the difference between the modules <em>donation</em> and <em>donation_sale</em>,
<aclass="reference external image-reference"href="https://odoo-community.org"><imgalt="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
<p>This module is part of the <aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/donation_sale">OCA/donation</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <aclass="reference external"href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
<p><aclass="reference external"href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external"href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/product_analytic_donation"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external"href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-product_analytic_donation"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external"href="https://runbot.odoo-community.org/runbot/180/14.0"><imgalt="Try me on Runbot"src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png"/></a></p>
<p><aclass="reference external image-reference" href="https://odoo-community.org/page/development-status"><imgalt="Beta"src="https://img.shields.io/badge/maturity-Beta-yellow.png"/></a><aclass="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><imgalt="License: AGPL-3"src="https://img.shields.io/badge/licence-AGPL--3-blue.png"/></a><aclass="reference external image-reference" href="https://github.com/OCA/donation/tree/14.0/product_analytic_donation"><imgalt="OCA/donation"src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github"/></a><aclass="reference external image-reference" href="https://translation.odoo-community.org/projects/donation-14-0/donation-14-0-product_analytic_donation"><imgalt="Translate me on Weblate"src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png"/></a><aclass="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/donation&target_branch=14.0"><imgalt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module is a glue module between the OCA modules <strong>product_analytic</strong> and
<aclass="reference external image-reference"href="https://odoo-community.org"><imgalt="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
<p>This module is part of the <aclass="reference external"href="https://github.com/OCA/donation/tree/14.0/product_analytic_donation">OCA/donation</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <aclass="reference external"href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>