Odoo Point of Sale

POS Charity Round-up Donations

POS Charity Round-Up prompts customers at checkout to donate when the cashier taps Payment. Customers can round up to the next whole dollar, round up plus an extra $1, or decline. Accepted donations appear as a separate line on the receipt.

Module name: POS Charity Round-Up
Technical name: pos_charity_roundup
Supported versions: Odoo 17.0 and 18.0

This module requires Point of Sale and Employee Apps.


Configuration

Enable Charity Round-Up

  1. Go to Point of Sale → Configuration → Settings

  2. Select the POS to configure

  3. Enable Charity Round-Up

  4. Set Round-Up Product

Charity Round-Up cannot be changed while a POS session is open. Close the session first if the setting is read-only.

Default product

On install, the module creates a service product named Charity Round-Up (internal reference: ROUNDUP) and assigns it to POS configurations that don’t already have a round-up product. You can keep this default or choose your own service product.

Opening POS without a product

If Charity Round-Up is enabled but no Round-Up Product is set, Odoo blocks opening the POS. Set the product in Point of Sale → Configuration → Settings before opening a new session.


Cashier workflow

  1. Open a POS session

  2. Add products to the order

  3. Tap Payment

  4. Choose an option in the Round up for charity? popup

Donation options

Button

What it does

Yes, round up

Donates the cents needed to reach the next whole dollar

Round up + $1

Rounds up and adds an extra $1.00

No thanks

No donation; proceed to payment

Examples

Order total

Yes, round up

Round up + $1

$13.19

$0.81

$1.81

$20.00

Disabled (no cents to round)

$1.00

On whole-dollar orders, Yes, round up is disabled because there are no cents to add. Round up + $1 stays available so customers can still donate $1.

After the customer chooses

  • If accepted, a donation line is added to the order

  • The prompt appears once per order when Payment is tapped

  • If declined, no donation line is added and payment continues normally


Reporting

Charity Donations report

Navigation: Point of Sale → Reporting → Charity Donations

Lists paid POS orders that include a round-up donation line.

Views: Pivot, Graph, List

Useful fields:

  • Cashier: employee on the order

  • Point of Sale: which POS configuration

  • Order Date: filter and group by day or month

Only orders in Paid, Posted, or Invoiced status are included.

Printable PDF statement

  1. Open Charity Donations from POS Reports

  2. Click Print Report (next to Measures)

  3. Confirm the date range and company (defaults to current month and current company)

  4. Click Print

The PDF includes period, donation count, total amount, and line-by-line detail (date, order, customer, POS, cashier, amount). No row selection is needed. If there are no donations in the selected period, Odoo shows an error instead of generating an empty report.


Troubleshooting

The round-up prompt does not appear

  1. Confirm Charity Round-Up is enabled for this POS

  2. Confirm a Round-Up Product is set

  3. Confirm the order is ready for payment

  4. Confirm the prompt wasn’t already shown for this order (once per order)

“Round-up product not available” error

The product is configured but not loaded in the current session.

  1. Close the POS session

  2. Open a new session

Charity Round-Up setting is grayed out

A POS session is open. Close it, change the setting, then open a new session.

Donations missing from the report

  • Order must be paid (not draft or cancelled)

  • Donation line must use the configured Round-Up Product

  • Report date filter must include the order date

Whole-dollar orders only show “Round up + $1”

Expected behavior. The “Yes, round up” button is disabled when there are no cents to add.


FAQ

Can customers donate without rounding up?

Yes. On whole-dollar orders, Round up + $1 adds a flat $1 donation.

Can we use our own donation product?

Yes. Set any sellable service product as the Round-Up Product in POS settings.

Does this work with cash rounding enabled?

Yes. Round-up is calculated from actual order line totals before cash rounding.

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