The organisation issues
The document is issued in the organisation's name and under its responsibility, with its own issuer details.
Running the organisation
Receipts and certificates
The organisation is always the issuer of the documentation. The platform holds the configuration, the eligibility rules and the donation record needed to produce it.
- The organisation is always the issuer
- Series, language and approval settings
- Per-country eligibility rules
What it includes
Donation documentation is a legal document of the organisation, not a platform feature. The system's job is to have the data ready and correct.
Settings per organisation
Numbering series, default language, footer note, and whether approval is required before issuing.
A status per document
Every record has an explicit status, from draft and pending review through to issued or cancelled.
Eligibility checking
Donations are checked against the conditions, and against which details are missing.
Per-country rules
Conditions depend on the country and are configured; the platform does not assume them.
Donor details from the CRM
Required details come from the supporter profile rather than being collected again.
How it works
- 01
Configuration
The organisation sets issuer details, series, language and whether approval is required.
- 02
Eligibility check
The donation is checked against the conditions and the required details.
- 03
Human approval
Where approval is required, no document proceeds without it.
- 04
Record keeping
The status of every record stays visible and auditable.
What it connects to
Documentation depends on data that already exists elsewhere in the system.
Supporter CRM
Donor details come from their profile.
Financial management
Amounts and dates come from the donation record.
Roles and permissions
Who can approve is defined by the organisation.
Reporting
Documentation status is tracked alongside the rest of the finances.
Frequently asked questions
Does Donation POS issue the certificate?
No. The organisation is always the issuer. The platform does not issue in its name and takes on no tax responsibility.
Do the same rules apply in every country?
No. Conditions depend on the country and are configured per organisation.
Is approval required before issuing?
The organisation decides. Where it is required, no document proceeds without human approval.
- Content confirmation required The extent of automatic issuing and dispatch per country is confirmed per organisation — it is not uniform across countries.
Configure your organisation's donation documentation
Talk through what your accountant requires and how that maps to the settings.