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<div class="document" id="donation">
<h1 class="title">Donation</h1>
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<p><a class="reference external image-reference" 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 image-reference" 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 image-reference" href="https://github.com/OCA/donation/tree/18.0/donation"><img alt="OCA/donation" src="https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/donation-18-0/donation-18-0-donation"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/donation&amp;target_branch=18.0"><img alt="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. To fully
support donations by credit transfer, if you are using the OCA bank
statement reconcile interface, you also need the module
<strong>donation_bank_statement_oca</strong>.</p>
<p>This module will assist you in writing a thanks letter.</p>
<p>This module also supports in-kind donations (in-kind donations dont
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="toc-entry-1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<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 method for each payment
method used to receive donations. This payment method 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>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<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 is different: import
your bank statement file and, while processing it, you will see a
donation button that allow you to create a new donation directly from
the bank statement reconcile interface.</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>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
<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 to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/donation/issues/new?body=module:%20donation%0Aversion:%2018.0%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>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
<ul class="simple">
<li>Barroux Abbey</li>
<li>Akretion</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
<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>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
<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 image-reference" 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/18.0/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>
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