Donation receipts
Donation receipts
Access: Menu Administrator
When families make a donation, they should receive an IRD-approved receipt so they can claim back 33% of their payment. It's important to set this up so the receipt can be sent electronically at the time of payment.
Note: even if your school is on the Government Donation Scheme, it's still important to set up a donation receipt. When a family closes their account and it's in credit, they're asked whether they'd like to donate the credit balance back to the school — this is treated as a donation. Other payments, like camp contributions, may also be considered a donation.
Setting up your donation receipt
Your donation receipt is usually set up as part of your school's onboarding with Kindo. If you need to check your current setup or make changes, our Customer Support team can help at any time — email support@kindo.co.nz with the following:
- A scanned sample signature, in JPEG format, of the person who signs the receipt.
- The name and title of the person who signs the receipts.
- Your school logo, in PNG format.
Once the Helpdesk team has created or updated your donation receipt template, they'll send it to you for approval before loading it onto the system. Once it's loaded, the receipt will be sent automatically to every family that purchases an item marked as a donation from that point.
Note: this doesn't apply retroactively — if a donation item wasn't marked correctly before your receipt template was loaded, those earlier purchases won't have triggered a receipt. The school will need to assist with these separately.
Selecting the donation receipt option
Make sure items classed as donations have their GST status set to exempt, and that Donation receipt is ticked on.
- In the Item editor, select the category the item is in.
- Select the edit icon under Actions, next to the item you want to update (or create a new item).
- Under Pricing, tick GST exempt.
- Tick Donation receipt.
- Select Save & publish to apply the change.
Donation items can also have priced choices set up — for example, to let families select the amount or term they're donating towards. See Choices vs Options and Adding choices for details.