Receipt for donation

Purpose
 

A donation receipt is a financial and legal confirmation document issued to confirm that a donation has been received from an individual or an organization.
 

Its main purposes are:
 

• Confirming receipt of donation funds

• Providing proof of donation to the donor

• Supporting claims for tax deductions (where legally applicable)

• Maintaining accounting records and transparency in compliance with requirements
   

A donation receipt is not a sales document and does not represent a commercial transaction.


 

- When to use a donation receipt
 

Use a donation receipt when:
 

• A donor donates money to a charity, non-profit organization, or organization

• Donations need to be documented for legal or tax purposes

• Donors request proof for tax deductions
   

• Funds are collected through:
   

  • Cash

  • Credit card

  • Bank transfer

  • Online donation platforms
     

• Periodic donation reports are required
  
   

  Common organizations:
   

• Non-profits and associations

• Charitable foundations

• Religious institutions

• Educational endowments

• Fundraising platforms
  
  
   

  - How to use – Step by step (user process)
   

  1️⃣ Creating a donation receipt
   

  Navigate to Documents → Donation Receipt
   

  Click on Add Donation Receipt
   

  Select or enter:
   

• Donor name (individual or organization)

• Contact details (email, phone, address)

• Company / Organization settings

• Document language and currency
  
  
   

  2️⃣ Entering donation details
   

  Provide donation details:
   

• Donation amount

• Donation date

•  No need for a list of products or items.
  
  
   

  3️⃣ Entering payment details
   

  Document how the donation was received:
   

• Payment method:
   

  • Cash

  • Credit card

  • Bank transfer

  • Online payment gateway
     

• Transaction ID (if applicable)

• Notes (optional)
  
  
   

  4️⃣ Saving the donation receipt
   

  The system automatically:
   

• Records the donation as received

• Updates accounting records

• Generates a donation receipt number

• Marks the document as paid

• Saves donor history
  
  
   

  5️⃣ Generating a PDF file
   

  A Donation Receipt PDF file is automatically generated.
   

  The PDF file typically includes:
   

• Donation receipt number

• Donation amount

• Donation date

• Donor details

• Organization details

• Tax-exempt statement (if applicable)

• Legal declaration text

• Authorized signature (optional)
  
  
  
   

  6️⃣ Sharing with the donor
   

  The donation receipt can be sent via:
   

• Email

• WhatsApp

• Downloadable PDF file

• Printed copy
   

  Donors use it for:
   

• Submitting tax reports

• Personal documentation

• Proof of compliance
  
  
   

  -  API Support
   

  Donation receipts are fully supported via API.
   

  API Capabilities
   

• Create donation receipt

• Retrieve donation receipts

• Generate donation receipt PDF

• Document donation payment

• Export donation reports
  
  
   

  API Use Cases
   

• Online donation platforms

• Fundraising websites

• CRM and donor management systems

• Integrations with accounting software
  
  
   

  ⚙️ Settings affecting donation receipts
   

  Organization Settings
   

• Organization name and logo

• Registration / Tax-exempt number

• Donation receipt numbering

• Default language and currency
  
  
   

  Template Settings
   

• Dedicated template for donations

• Legal declaration text

• Tax-exempt wording

• Signature block

• Reference to campaign or fund
  
  
   

  Tax Settings
   

• Tax-exempt flag

• Country-specific legal text

• Donation eligibility settings
  
  
   

  ✅ Benefits of donation receipts
   

  ✔ Provides trust and transparency to the donor
  ✔ Supports tax deduction claims
  ✔ Maintains compliant documentation
  ✔ Simplifies communication with donors
  ✔ Integrates with payment gateways
  ✔ API-ready for automation
  
  
   

  -  Summary
   

  A donation receipt is a critical confirmation document for non-commercial donations.
   

  It ensures:
   

• Donors receive official confirmation

• Donations are accurately monitored

• Legal and tax requirements are met

• Accounting remains transparent

• Donation type:

  • One-time donation

  • Recurring donation

• Purpose / Campaign (optional)

• Donation reference number (optional)
  
  
  Donation receipts must be clearly separated from invoices and sales documents to avoid compliance risks.