Question

Can I track the donations I make in Control?

Answer

Yes, Control allows for donations to be tracked as a payment method.

Explanation

Many companies track donations made for the year or quarter in Control for tax write-off purposes.

Steps

  1. Navigate to Setup --> Accounting Setup--> Payment methods and create a payment method called 'Donations'
  2. Pay the order in full using the 'Donation' payment method
  3. At year's end, run the 'Payment' report and view everything listed under 'Donations' for an accurate summary of donated orders.


See Also