Metadata-Version: 2.1
Name: odoo-addon-donation
Version: 18.0.1.2.0
Requires-Python: >=3.10
Requires-Dist: odoo-addon-donation_base==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Manage donations
Home-page: https://github.com/OCA/donation
License: AGPL-3
Author: Barroux Abbey, Akretion, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

========
Donation
========

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdonation-lightgray.png?logo=github
    :target: https://github.com/OCA/donation/tree/18.0/donation
    :alt: OCA/donation
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/donation-18-0/donation-18-0-donation
    :alt: Translate me on Weblate
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|badge1| |badge2| |badge3| |badge4| |badge5|

This module handles donations by cash, check or by credit transfer and
generate the corresponding journal entries and tax receipts. To fully
support donations by credit transfer, if you are using the OCA bank
statement reconcile interface, you also need the module
**donation_bank_statement_oca**.

This module will assist you in writing a thanks letter.

This module also supports in-kind donations (in-kind donations don't
generate any accounting entry but can generate a tax receipt).

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure this module, you need to:

   - create donation products
   - make sure you have an inbound payment method for each payment
     method used to receive donations. This payment method must be
     configured with *Link to Bank Account* set to *Fixed* and with the
     donation option active.
   - if you wish to have a control amount on the donation, add the users
     to the group *Donation Check Total*

If you receive donations via credit transfer, you must also:

- in the configuration page *Invoicing > Configuration > Settings*, in
  the *Donations* section, select the product that will be used for
  donations by credit transfer.
- on the bank journals corresponding to the bank accounts on which you
  receive donations by credit transfer, in the *Payments Configuration*
  tab, select the *Donation by credit transfer account*. This account
  must allow reconciliation.
- Make sure that the accountant that processes bank statements has
  *User* access level or higher on the *Donation* application.

Usage
=====

This module handles donations by cash, check or by credit transfer:

- for donation by cash or check, you should first create a new donation
  and validate it. Then, if you have the module *account_check_deposit*
  from the project
  `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools>`__,
  you can create a check deposit.
- for a donation by credit transfer, the process is different: import
  your bank statement file and, while processing it, you will see a
  donation button that allow you to create a new donation directly from
  the bank statement reconcile interface.

When you validate a donation:

- it will create a journal entry that goes directly from the revenue
  account to the payment account without going through a receivable
  account.
- if the tax receipt option of the donor is configured as *For Each
  Donation* and the product of the donation line is eligible to a tax
  receipt, it will generate the tax receipt.

To have some statistics about the donations, go to the menu Donation >
Reporting > Donations Analysis.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/donation/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/donation/issues/new?body=module:%20donation%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Barroux Abbey
* Akretion

Contributors
------------

- Brother Bernard <informatique - at - barroux.org>
- Brother Irénée (Barroux Abbey)
- Alexis de Lattre <alexis.delattre@akretion.com>
- Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
- Nikul Chaudhary <nikul.chaudhary.serpentcs@gmail.com>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-alexis-via| image:: https://github.com/alexis-via.png?size=40px
    :target: https://github.com/alexis-via
    :alt: alexis-via

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-alexis-via| 

This module is part of the `OCA/donation <https://github.com/OCA/donation/tree/18.0/donation>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
