How to Set Up and Process Donations at Point of Sale

Step 1: Set Up a Donation Type

1. Access Configuration Settings

   • Navigate to the right-hand side panel in your system.

   • Select Setup.

   • Click on Configuration.

2. Add a New Sundry Item

   • On the left-hand side, select Sundry Income.

   • Click on New to create a new item.

3. Define the Donation Item

   • Enter a name such as "Donation" for clarity.

   • Set the Tax Rate to Exempt to ensure no tax is applied.

4. Specify a Default Amount (Optional)

   • Input a default donation amount, e.g., $5.

   • Note: This amount can be adjusted at the point of sale if needed.

5. Save the Settings

   • Click Save and then Done to finalize the setup.

Step 2: Process Donations at Point of Sale

1. Initiate a Sale

   • Select a client or choose Walk-In Client from the POS system.

2. Add the Donation Item

   • Add the previously created Sundry item labeled "Donation" to the sale.

3. Adjust the Donation Amount (Optional)

   • If the client wants to donate more or less than the preset amount, update the value directly at this stage.

4. Confirm Tax Exemption

   • Verify that no other taxes are applied to the donation.

5. Complete the Transaction

   • Finalize the sale as usual.

Step 3: Reporting on Donations

• Use the reporting tools within your POS system to track donations.

• Filter reports by sundry income type to view donation activity and totals.

Key Takeaways

• Donations should be set up as tax-free sundry items for proper tracking and compliance.

• Default donation amounts can be pre-set but remain adjustable during transactions.

• Reporting features enable easy monitoring of donation contributions.