Website to Backend Donation Flow

Provide a smooth online giving experience that automates backend record keeping. When a supporter submits a donation online, the system processes it end-to-end automatically.

Donation Flow Features:

• Online Donation Pages: Public-facing website donation pages supporting custom amounts, predefined amounts, campaign designation, and tribute gifts.
• Auto-Donor Creation: Matches the donor's email to an existing contact or automatically creates a new Donor Profile.
• Backend Ledger Integration: Generates a confirmed donation record directly in the backend upon payment.
• Accounting Automation: Automatically posts corresponding double-entry journal entries.
• PDF Receipt & Email: Generates an official tax receipt and triggers a thank-you email automatically.

Website

Public list page on the website displaying active, published fundraising campaigns and donation forms for supporters.

Donation Form

Responsive online donation form where supporters can choose preset donation tiers, input tribute options, choose to remain anonymous, or write custom messages.

Donation Payment

Secure checkout integration utilizing Odoo payment providers for safe, immediate credit card or bank transfer processing.

Thank You Page

Friendly thank-you confirmation page displayed after successful transaction, displaying confirmation receipt details.

All Donation

Donor Management > Donation > All Donation here you can see all the donation records and manage them with filters such as name, date, payment mode, campaign and others.

Backend Donation Form

Detailed backend form view of a donation record, tracking donor profile mapping, transaction stages, payment journal entries, and linked tax receipts.

Pledge & Commitment Flow

Manage long-term financial promises and track commitment progress over time.

Pledge Flow Features:

• Online Pledging: Public website pledge forms allow major donors to commit to a total donation amount to be paid over time.
• Fulfillment Matching: Incoming donations are automatically linked to active pledges.
• Pledge Reminders: Use the reminder tool to generate email notifications for overdue payments.

Pledge Page

Online campaign portal where supporters can see current fundraising commitments and choose to make long-term financial pledges.

Pledge Form

Website pledge submission form where donors can commit to a donation target, specify contact information, and note payment intent.

Thank You Page

A warm confirmation page thanking supporters for their dedication and outlining their upcoming payment schedule details.

Backend Pledge Form

Pledge created by donor from website. You can see them in donor management > Donations > Pledges.

Donor Portal Workspace

Provide your supporters with a secure, self-service workspace to track their giving history and manage profiles.

Portal Capabilities:

• Detailed History: Supporters can view a complete list of their past donations and active pledges.
• Receipt Downloads: Donors can instantly download official PDF tax-deductible receipts and year-end statements.
• Outstanding Payments: Pay pledges online using integrated payment gateways or request bank transfers.

Online Portal

Unified dashboard in the Odoo portal for donors, offering high-level summary metrics of their lifetime support.

Online Portal Donations Page

Centralized log of all completed donations with options to view transaction dates, amounts, and statuses.

Online Portal Recurring Donations Page

Detailed view of recurring donation plans, letting donors review upcoming frequencies, active status, and next charge dates.

Online Portal Tax Receipts Page

Secure access for supporters to instantly download official tax-deductible PDF receipts for their contributions.

Online Portal Pledges Page

Log of current pledges, showing total pledged amounts, remaining balances, and progress bars of current fulfillment status.

Donations & Receipts Ledger

Log, track, and manage all incoming donations with clear workflows and states.

Ledger Capabilities:

• Donation States: Workflows covering Draft, Confirmed, and Receipted states.
• Multi-Payment Modes: Log cash, check, credit card, or bank transfer contributions.
• Tributes & Fund Tracking: Track gift designations and restricted funds.

Donors Directory

A comprehensive directory view of all registered donors, tracking total contributions, status classifications, and key donation dates.

Donation Form

Donor Management > Donors. Centralized directory containing classification data, lifetime giving statistics, contact methods, and a detailed timeline of interactions.

Volunteer & Event Operations

Coordinate volunteer efforts and run fundraising events smoothly.

Operations Features:

• Volunteer Tracking: Manage volunteer skills, availability, and log served hours with approval workflows.
• Event Integration: Track attendee registration and event sponsorships.
• Auction Items: Record charity auction items and corporate sponsorship values.

Volunteer Form

A unified form tracking volunteer contact info, specific skills, and approval logs for served hours.

Event Form

Integration with Odoo Events for event management, registration limits, and recording corporate sponsorships.

Auction Form

Manage charity auction items, catalog values, minimum bid guidelines, and actual buyers.

Campaigns & Pledge Reminders

Campaign Form

Configure NGO fundraising campaigns with target goals, and monitor live progress thermometers tracking collected versus committed funds.

Pledge Reminder

Automate communication with donors by scheduling automated pledge reminders, tracking sent notifications, and managing installment schedules.

NGO Configuration & Setup

Map accounting settings, configure email templates, and automate categories.

Configuration Features:

• Ledger Mapping: Map donation types and restricted funds to specific Odoo income accounts.
• Acknowledgment Templates: Set up email/letter templates triggered on first-time or regular donations with minimum amount rules.
• Donor Category Rules: Define auto-assign thresholds to categorize donors automatically when their total giving reaches a milestone.

Website Form Configuration

Create and publish customized donation forms with preset amounts, tribute configurations, and dedicated journal mappings.

Donor Categories

Configure classifications and groups for donors to organize contacts based on their contribution levels or relationship types.

Donation Types

Define different donation methods and classifications, linking them to tax-deductible settings and default financial accounts.

Funds Management

Create and manage specific purpose-driven funds to track allocations, designations, and associated income accounts.

Acknowledgment Templates

Define rules and email templates to automatically send personalized thank-you letters based on donation amounts or events.

Volunteer Skills

Catalog specialized volunteer skills and certifications to effectively match helpers with event tasks and organizational needs.

Donor Segments

Set up auto-calculated donor segments based on RFM scoring rules to facilitate targeted fundraising campaigns.

General Settings

Global NGO parameters to define lapsed/at-risk/major donor thresholds, automatic thank you settings, and default accounting accounts and journals.

NGO Reporting & Analysis

Analyze donations, track campaign goals, audit tax compliance receipts, and generate comprehensive summaries of donor contributions using Odoo reporting views.

Reporting Capabilities:

• Donation Analysis: Graphical and pivot reports tracking donation trends, payment methods, and fund allocations.
• Campaign Performance: In-depth reports highlighting campaign targets, actual collected amounts, and total committed funds.
• Donor Summaries: Aggregate reports detailing individual giving histories, frequencies, and lifetime value metrics.
• Tax Compliance Audits: Dedicated audit logs tracking issued tax-deductible receipts and tax-exempt value statements.

Donation Analysis Report

Pivot and graph view tracking total donation amounts over time, segmented by payment method, type, or fundraising representative.

Campaign Performance Report

Detailed analysis tracking total funds pledged versus actually collected for active NGO fundraising campaigns.

Donor Summary Report

Overview report summarizing individual donor stats, status categorization, frequency, and total contribution amounts.

Tax Receipt Audit Log

Consolidated audit view of all tax receipts generated and issued to donors, ensuring proper financial transparency and compliance.