Tax Deductible Receipts for Donations - Template
How to create a Deductible Receipt for Donations in Xero
Follow these steps to update the branding theme:
- Click on your Formation name and then settings
- Select invoice settings
- New branding theme down arrow and select Custom.docx
- Enter 'DGR Receipt' as the new branding theme
- Scroll to the bottom of the screen and selected upload
- Select invoice browse and upload the template
- You now can create a DGR invoice. Create an invoice and change the 'branding' to DGR Receipt and code the invoice to Donation and Approve.
- If you print the invoice once the payment has been reconciled, you will now produce an Official Receipt.
Attached: Branded DRG Receipt Xero Template
Related Articles
Repeating Invoice Template
If you have someone you regularly invoice you can set up a repeating invoice template eg term fees, den hire. This feature automatically generates a new periodical invoice based on the saved template. You can edit this field for price changes, ...
Receipts
With Xero, if you wish to issue a receipt you can email these directly from Xero – refer the link Send a receipt to a customer – Xero Central If you have queries, please email financehelpdesk@scoutsqld.com.au
Accounting Procedures
General guide to Executive Committee Members on Accounting Procedures, refer the attachment. If yo have any queries, please contact financehelpdesk@scoutsqld.com.au
Supporting the Group Treasurer
General guide to provide information to Group Treasurers, refer the attachment. If you have any queries please contact financehelpdesk@scoutsqld.com.au
How to account for expense claims
Xero Expense Module There is an expense claim add on available in Xero but it has an additional cost per user. This article provides details of an alternative option to avoid that cost. Xero option Formations have an option to provide Leaders and/or ...