General Transactions
The payment types reflect how you actually received the gift. Examples include Cash, Check, Credit Card, and Online payments. You have the ability to add, e...
Mon, 15 Mar, 2021 at 3:33 PM
Yes, you can add new payment types when adding or editing a gift. Click on the up and down arrows of the drop-down box and select “New/Edit”. Type in the ne...
Mon, 15 Mar, 2021 at 3:36 PM
Yes, you can edit or delete a payment type when adding or editing a gift. Click on the up and down arrows of the drop-down box and select “New/Edit." ...
Mon, 15 Mar, 2021 at 3:40 PM
Yes, you change the order of the payment types when adding or editing a gift. Click on the up and down arrows of the drop-down box and select “New/Edit.” F...
Mon, 15 Mar, 2021 at 3:43 PM
Yes, anonymous gifts can be identified. If a constituent generally makes their gifts anonymously, you can check the Gives Anonymously box on their profile s...
Mon, 15 Mar, 2021 at 3:47 PM
Typically, the amount and tax-deductible amount are the same. The tax-deductible amount will always default to the amount in AssociationSphere. There are in...
Mon, 15 Mar, 2021 at 4:25 PM