SecuTix can provide a new document mentioning the donations performed by your customers. Depending on your country of operation, this document may be used by your customers to get some tax reduction.
Solution
The person performing a donation will get following document:
This document is related to an order (not to a file) and will take into account all products in the order that may be considered as a donation, more precisely:
- The products belonging to product family donation
- The products for which the custom variable DONATION has been set to true.
The document takes only sales into account (not reservations)
Only the amounts actually paid are taken into account. Products paid by a pending account method aren't taken into account.
Getting started
If it doesn't exist yet, create a document type of document class Tax Refund Summary. A default template is provided by SecuTix. As for any document, you can customise it by either:
- Requesting our service team to do so (paid service)
- Download the default template provided by SecuTix, modify it and upload it. To download the template, select the document type and then the document models. Then, click on Document templates and New. Select the language and click on Standard Template, as illustrated below:
If you want the document to be generated automatically, add the document to the documents to send in menu Organisation context > Initialisation > Documents to send.
Products from other product families
If products from other product families, like memberships may be considered as donations, don't forget to set the custom variable DONATION for these products.
