Donation

Donation

Introduced in version 13

You can enter information about the donor's donation using the Donation doctype.

1. Prerequisites

You must first create a Donor before you can create a donation.

2. How to Create a Donation

To create a new Donation go to:

Non Profit > Donation > New

1. Choose the Donor. A retrieval of the donor's name and email will happen automatically.
2. Decide on the donation date.
3. Decide on the payment amount and method.
4. Publish and save.

3. Features

3.1 Payment Entry for Donation

When you submit a donation, you can use the Create Payment Entry button to generate a Payment Entry against it.

3.2 RazorPay for Donations

You can configure RazorPay to collect donations. Here are the directions for setting up Razorpay.

The procedures outlined below can be used to set up Razorpay for donations.

1. Setup RazorPay
2. Setup RazorPay Webhook

3.2.1 Setup RazorPay

Here are the directions for setting up Razorpay.

You must establish certain options in the Contribution Settings section of the Non Profit Settings in order to collect donations.

1. This default company will be used for donations generated by webhooks.
2. This default donor type will be used for donors generated through donation webhooks.
3. Automate Donation Payment Entries: You can activate this to have the webhook-created donation entries automatically create a payment entry.

The default Debit Account and Donation Payment Account for Payment Entry must be configured if Automate Donation Payment Entries is enabled.

3.2.2 Setting up webhook

In the Settings section of the RazorPay dashboard, you can configure a webhook. Further information regarding webhooks in RazorPay may be found here. Your ERPNext site will be notified every time a new donation is created by this webhook.

The following information is required to configure the webhook.

1. Webhook URL: Your ERPNext site's URL is as follows. This is the API that RazorPay will use to send notifications for any newly made donations.
2. Secret: It is usually preferable to generate and specify a Webhook Secret for the API Endpoint in order to safeguard your API endpoint. You can do this by visiting the Non Profit Settings section of your ERPNext site and selecting the Contributions > Create Webhook Secret button. To configure webhooks, copy the secret and put it in the secret area on the RazorPay dashboard.

3. Event: You must allow for payment. caught moment.

4. Click this box to make the webhook active.