Recording Donations in Accounting – Help Center

In Springly, all modules are connected to one another. This means that when you record a donation in Community > Donations, a book entry is automatically created. This article explains the different accounting impacts a donation has on your books.

If you import donations via an Excel file, the import will not automatically create the corresponding book entries. You will need to enter each entry manually.

I want to record Séverine's donation of $50, with a first payment of $20 in cash and a second payment of $30 by check.

When a donation is recorded, one or more book entries are created:

The first is tied to the donation itself.
The subsequent ones are tied to the individual payments.

The accrual entry credits account 754 (donations) for $50. Since a donation is always linked to a person, account 467 (user account) is debited — $50 in this example.

Here is what this line looks like in the Journal.

Until the full payment is settled, Séverine's donation will appear in your accounts receivable list.

Each time a payment is recorded, a new entry is created. The account credited is the intermediary account, credited for the amount paid. In this example, account 467 is credited $20.

The account debited depends on the payment method used:

Cash payment: account 531 (Petty cash)
Bank-impacting payment (debit card, wire transfer, direct debit…): account 512 (bank)
Check payment: account 511200 (checks to collect)
Online payment: account 517 (E-wallet)

In this example, account 531 is debited $20.

Here is what the payment line looks like in the Journal.

Since the payment has not been made in full, the donation still appears in accounts receivable, but the amount paid is still shown.

Next, I'll record the second and final payment. The account credited is still the intermediary account, credited for the amount paid. In this example, account 467 is credited $30.