Feature
A donor record holds what a receipt needs to print and what Form 10BD preparation will later ask about — the tax identifier, the donor’s classification and a full postal address — rather than a generic contact card.
Two things: the donor register, and the reference data a donation is classified by — donation heads, donation types and payment methods.
Each organisation owns its own copies of all four. Renaming a donation head describes your own accounting, and changes nothing for any other trust on the platform or for receipts already issued.
The fields are chosen by what a receipt prints and what reporting has to state, not by what a contact form usually contains.
Most donors are added in the middle of writing a receipt, not from the donor screen.
Each carries one flag that reporting depends on, which is why they are lists rather than free text.
No. A donation without a PAN is still a donation, and a trust that has received one still has to receipt it.
What the donor cannot then do is claim the deduction, because an 80G claim is matched against the PAN reported in Form 10BD. The donor form says so plainly, and the Form 10BD preparation view flags each such row as having no identifier rather than letting it through quietly.
Yes, and they are kept as separate fields rather than one identifier slot.
The identifier a donor is reported under is derived rather than chosen: the PAN where there is one, otherwise the Aadhaar, otherwise none. Keeping them apart means a donor who later produces a PAN does not overwrite the Aadhaar the trust already holds them by.
Not unless your deployment has been connected to a verification provider, which is optional and separate.
By default a PAN is validated for format — five letters, four digits, a letter — and nothing is sent anywhere. An Aadhaar is checked against its own check digit, which catches a mistyped digit that a length check would accept. A field that has only had its format checked is never described as verified.
It fills the city and the state. The rest of the address is typed.
The lookup runs against an Indian postal directory compiled into the application, so it needs no configuration, costs nothing per lookup and cannot be down. Nothing is validated against it: donors live abroad, and refusing an address because a compiled-in table had not caught up would be the worst possible trade.
They are the three lists every receipt is recorded against, and each organisation keeps its own.
A donation head is what the money is for, and carries whether receipts under it may claim 80G. A donation type classifies the gift, including whether it is corpus — which Form 10BD reports separately. A payment method is how the money arrived, and carries whether it is cash, which the daily collection report splits out.
Register your organisation and it is created with a starting set of donation heads, donation types and payment methods — all of them yours to rename.
