diff --git a/payments/donations.mdx b/payments/donations.mdx index d7f7884..13d8c14 100644 --- a/payments/donations.mdx +++ b/payments/donations.mdx @@ -59,6 +59,46 @@ Donations appear as line items in the basket and are included in your standard f - Whether Gift Aid was claimed - The donor's details (if Gift Aid was enabled) +## Exporting donations + +You can export a dedicated report of all successful donations for a given date range. The donation export is separate from the general basket and product exports, and includes the full Gift Aid details you need for HMRC submissions. + +To export donations, go to your **Finances** page and select the **Donations** export type. Choose a start and end date, then download the report. + +### Exported fields + +Each row in the export represents a single donation line item and includes the following columns: + +| Column | Description | +| --- | --- | +| `basket_uuid` | Unique identifier for the basket containing the donation | +| `basket_success_timestamp` | Date and time the payment was completed | +| `payment_option` | Payment method used (e.g. card, terminal) | +| `account_name` | Name of the customer who made the donation | +| `account_email` | Customer email address | +| `account_phone` | Customer phone number | +| `charity_name` | Name of the charity receiving the donation | +| `donation_amount` | Donation amount in your currency | +| `donation_refunded_amount` | Amount refunded, if any | +| `is_gift_aid` | Whether Gift Aid was claimed (`yes` or `no`) | +| `gift_aid_declaration_accepted` | Whether the donor accepted the Gift Aid declaration | +| `donor_title` | Donor's title (e.g. Mr, Mrs, Dr) | +| `donor_first_name` | Donor's first name | +| `donor_last_name` | Donor's last name | +| `donor_address_line1` | First line of the donor's home address | +| `donor_address_line2` | Second line of the donor's home address | +| `donor_city` | Donor's city | +| `donor_postcode` | Donor's postcode | +| `donor_country` | Donor's country | + + + The donation export only includes successful baskets. Pending, expired, or failed transactions are excluded. + + +### Using the export for Gift Aid claims + +The donation export contains all the fields required by HMRC for Gift Aid claims. Filter the export by `is_gift_aid = yes` to extract only Gift Aid-eligible donations, then use the donor name, address, and declaration fields to prepare your submission. + ## Related guides