To record gift aid for a customer, you must set up their donor information. 

1. Click Customer, highlight the customer then click Edit.
2. Check the customer record contains the customer address.
3. Click the Donor tab.
4. Complete the Donor Information area as follows:

   Default Fund	Select a fund record, this fund applies to all new invoices created for the customer.
   Gift Aid Declaration Received	Tick this box if you've received a gift aid declaration, or relevant certificate under the Ireland scheme.
   Declaration Valid From	Enter the date from the gift aid declaration form or certificate.

5. In the Account Type area, select the Donor check box.
6. Click Save then Close.

Record any gift aid or tax relief as a bank receipt.