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/CDateRefN/CFundDeptDetailsNetT/CTax
    CUST101/08/2010Cash4000FUND10Donation100.00T90.00.
  5. Click Save then Close.
Steps to duplicate
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