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Donation Recurring

donation_recurring folder_open OCA/donation open_in_new
Accounting License: AGPL-3

This module handles recurring donations. For example, if you have setup a donation plan where donors can donate monthly via direct debit, you can use this module in combination with the module account_banking_sepa_direct_debit to organise your recurring donations.

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

Manage recurring donations: create recurring donation templates, suspend or re-activate them, and generate the actual donations for a given date in one click.

This module adds recurring donation management on top of the Donation module. On a donation form you can mark a donation as a recurring template, either Active or Suspended, and see its history of past generated donations in a dedicated History tab.

A new "Recurring Donations" menu lists all recurring templates, with filters for active and suspended templates and for donations that come from a recurring template. Active templates show a Suspend button, suspended ones show Re-activate, and a red Suspended ribbon appears on suspended templates.

A "Generate Recurring Donations" menu opens a small wizard where you choose a date, an optional payment reference and a company. Clicking Generate creates one new draft donation for every active recurring template of that company, linked back to its source template, and shows the newly created donations. If donations were already generated for that date, the wizard blocks the operation with an error.

Business rules: a recurring template must stay in draft state, cannot itself come from another recurring template, and cannot use the tax receipt option "Each" (it is automatically switched to Annual, with a warning suggesting you also update the donor form). An active recurring donation cannot be deleted until it is suspended.

Depends on

Menus it adds

donation_recurring_menudonation_recurring_generate_menu
Models and fields (2)
  • donation.donation · extends an existing modelrecurring_template, source_recurring_id (Source Recurring Template), recurring_donation_ids (Past Recurring Donations)
  • donation.recurring.generate · new modeldate, company_id (Company), payment_ref (Payment Reference)

Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 16.0

In the menu Donation > Donations > Recurring Donations, create a recurring donation template for each donor that commited to donate monthly via direct debit.

If a donor ask to suspend it's recurring donation, click on the Suspend button. If he later asks to restart his recurring donations, click on the Re-activate button.

Every month, execute the wizard Generate Recurring Donations : it will duplicate each recurring donation template to create a regular donation. Then select all these new draft donations generated by the wizard and validate them.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.