Record donations
Description

You can record donations by posting bank transactions, selecting the fund record to show the donation against.

To claim gift aid on donations, you must record the donation against a customer setup for gift aid.

This posts a sales invoice and sales receipt against the customer account. 

Cause
Resolution

To record the donation:

  1. Click Bank accounts,
  2. Highlight the bank record to record the donation against.
  3. Click Donations.
  4. Complete the Donations window as required, for example.
    Customer A/C Date Ref N/C Fund Dept Details Net T/C Tax
    CUST1 01/08/2010 Cash 4000 FUND1 0 Donation 100.00 T9 0.00.
  5. Click Save then Close.
Steps to duplicate
Related Solutions