How to Create a New Donation

Click '+ New Donation' button to create a new donation. A New Donation form opens for you to capture a donation.

NB: “Donations prior to 1 March 2024 can be captured for 18A/IT3(d) purposes, however 18A certificates can only be issued to donations captured subsequent to 1 March 2024.”

New Donation Fields

Select Donor: Choose a Donor from your existing list of donors.

Anonymous Donor: Toggle this on when the donor chooses to remain anonymous.

Date Donated: The date the donation was received.

External Reference (optional): Any bank reference, internal reference or note that helps with reconciliation.

Nature Of Donation: The type of donation (for example Cash or Property in Kind).

Amount / Rand Value: The value of the donation in Rand.

Issue 18A certificate: When the switch is on, a section 18A certificate is issued for the donation.

Issue Receipt: When the switch is on, a receipt is issued for the donation.