Browse help topics

Omkaarya guides

How to Record a Donation

Record a donation against a devotee or walk-in donor from the donations workflow. This creates a ledger entry for finance and reporting.

Available on

All plans

Donations Officer, Accountant, or Temple Administrator.

Navigation path

Donations → Donations

/dashboard/finance/donations

1Open Donations

From the sidebar, open the **Donations** module, then **Donations**.

Donations ledger with sidebar Donations module and record action
The Donations ledger shows recorded gifts and receipt references.

2Record donation

Select **+ Record Donation**, then enter amount, fund/campaign if used, and payer details.

Record donation form with amount and purpose lines
Enter devotee, payment method, and line items before saving.

3Save and receipt

Save the record. Print or share receipt using your temple’s standard browser print flow.

Saved donation detail with receipt number and print options
Open the saved donation to print or share the receipt.

What happens next?

  • Donation appears in the donations ledger and operational reports.

Troubleshooting

IssueWhat to try
Finance menu lockedComplete setup checklist and confirm finance_basic pack on your plan.

Related articles

Last updated: 2026-03-19 · HC-DON-002

Was this article helpful?

Still need help?

Try another search term, browse a related category, or reach Omkaarya support through the channels configured for your deployment.

Contact Support