Record donations

Summary

How to record charitable donations in Sage 50 Accounts.

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. 

Resolution

To record the donation:

  1. Go to Bank accounts,
  2. Highlight the bank record to record the donation against.
  3. Select 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. Press Save then Close.

Solution Properties

Solution ID
240718123228427
Last Modified Date
Tue May 26 08:13:54 UTC 2026
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