ERPNext for charities and non-profit organizations: donors, donations, memberships, grants, volunteers and chapters, with transparent accounting that tracks every cent. Request a demo from Operion.
Charities and civil-society organizations need one system for donors, donations, memberships, grants, volunteers and chapters, sitting on the same books as accounting and stock. The board, donors and regulators all want a clear answer to where every pound came from and where it went. ERPNext is open source with no license fees, so the budget goes to programs rather than software.
Operion, an official Frappe ERPNext partner in Egypt and Saudi Arabia, implements charity management software on ERPNext end to end: donor records and donation receipts, funds tied to programs and cost centers, budget control, in-kind donations in warehouses, and progress reports that reach donors automatically.
Donor, membership, grant and volunteer records run on Frappe's Non Profit app once compatibility is confirmed, or as Frappe Framework customizations on version 16. Accounting, stock, projects and HR come straight from standard ERPNext.
Every donation links to the program it funded, so donor questions get a report, not an estimate.
Cost centers and accounting dimensions isolate each grant's and program's income and spend.
ERPNext is open source with no user limit; you pay only for implementation, hosting and support.
Volunteer skills, availability and regional chapter members live alongside every other process.
The problems we see most often in organizations still running on spreadsheets and separate ledgers.
Real system screens, as they run after an Operion implementation.
Record each donor, individual or organization, with type, contact details and country, and see their full giving history on one screen. Donor types help you plan outreach and look after major donors, and everything stays tied to the accounts with no double entry.
Each donation is stored with its date, amount, payment mode and payment ID, and a payment entry can be created automatically on submission so the money shows in the books at once. The donation list shows each record's status, with filters by donor, period and payment mode.
Define membership types and their fees, and track each membership with its start date, end date and status. The system creates the invoice and payment entry for the membership, and an expiring-memberships report lets you reach members before they lapse.
Receive grant applications with the requested amount, project description and applicant details. An assessment manager scores each application out of ten before the disbursement decision, so selection criteria and results stay documented and auditable for the board and regulators.
Record each volunteer's skills, available days and time slot, and group volunteers by type, so every field task, convoy or event goes to the right person at the right time instead of searching chat groups and spreadsheets.
Create a chapter for each region with its own head, area and page on the organization's website. Chapter heads add members themselves, or members join through web forms, while head office sees every chapter's activity in one system.
Receive in-kind donations of food, clothing, blankets and medical supplies into your warehouses at an estimated value, then issue them to beneficiaries or programs with stock entries linked to the project. You always know what is on hand and when a new appeal is needed.
Set budgets against cost centers or projects for each program or grant, choose to stop or warn when a transaction would exceed them, and compare plan with actual in the Budget Variance report. Accounting dimensions keep each donor's restricted funds in their own reports.
Run each program or convoy as a project with tasks, a timeline and expenses, calculate progress from completed tasks or task weights, and compare actual cost with the estimate. Then email a Project Update to donors and stakeholders.
One connected path inside ERPNext instead of paperwork passed between departments.
Standard ERPNext reports, filtered by cost center, project and accounting dimension.
Who gave, how much, when and by which payment mode, straight from donation records.
Which memberships end soon, so the team can reach members before they lapse.
What was planned for each program, what was spent, and the gap.
Each program's income, expenses and surplus or deficit.
Every entry tied to a specific grant or donor, ready for audit.
What is available per item and warehouse, and what needs reordering.
Actual cost per program against the estimate, with progress from completed tasks.
A Frappe School certified team that moves your organization from scattered spreadsheets to one system, step by step.
We map your donation, grant and membership cycles, then confirm the Non Profit app works on your version or build the same processes as Frappe customizations.
We design the chart of accounts, cost centers, accounting dimensions and budgets so every program and donor has its own reports.
We migrate donors, members and opening balances from your current spreadsheets and train finance, program and chapter teams in Arabic or English.
Hosting on Frappe Cloud or your own servers, post-go-live support, and Smart Go, our mobile app for ERPNext, for field teams.
Donor, donation, membership, grant, volunteer and chapter records come from Frappe's Non Profit app, a separate app whose repository is now archived. Operion checks its compatibility with your version before installing it, or implements the same processes as Frappe Framework customizations on version 16.
Step-by-step documentation for the features on this page.
Invoices, payments, financial transactions and accurate reporting.
Project plans, tasks, costs and delivery stages.
Item movement across warehouses, stock counts, receipts and issues.
Employee records, attendance, leave and payroll.
Customers, opportunities, quotations and communication.
Asset register, depreciation, maintenance and transfers.
Didn’t find your answer? Our team replies within one business day.
No. ERPNext is open source with no license fees and no user limit. The cost is limited to implementation, hosting and support, so most of the budget stays with your programs.
Frappe's Non Profit app repository is archived, so compatibility should not be assumed. Operion checks it against your version before installing, and on version 16 implements donor, membership and grant processes as customizations on the Frappe Framework.
Yes. In-kind donations are received into stock and distributed from warehouses, with quantities, reorder levels and movement reports. Issues can be linked to the project or program that benefits.
With cost centers, accounting dimensions and projects, so each program or grant shows its own income, expenses and budget. Budgets can be set to stop or warn when a transaction would exceed them.
Yes. A donation receipt print format with your name and logo can be emailed straight from the record. The Non Profit app also supports issuing a tax-exemption certificate to the donor where applicable.
Each program runs as a project with tasks and expenses, and a Project Update can be emailed to donors and stakeholders. Reports can also be scheduled to go out automatically on a regular basis.
Yes. ERPNext runs in Arabic and English and supports multiple currencies for organizations funded by donors in several countries, including revaluation of foreign-currency balances.
Process analysis, finance structure and cost centers, setting up the Non Profit app or equivalent customizations, data migration and training, then go-live and support. You choose hosting on Frappe Cloud or on your own servers.
See how ERPNext can make your business more efficient and cut costs, with Operion beside you from analysis to go-live and support.
