AssociationSphere

The payment types reflect how you actually received the payment. Examples include Cash, Check, Credit Card, and ACH, and Venmo. You have the ability to add,...

Yes, you can add new payment types when adding or editing a transaction. Click on the arrow next to Select Type of the drop-down box and then click on “New/...

Yes, you can edit or delete a payment type when adding or editing a transaction. Click on the arrow next to Select Type and then click on “New/Edit."  ...

Yes, you change the order of the payment types when adding or editing a transaction. Click on the arrow next to Select Type. Then click on “New/Edit.” Fi...

Yes, a transaction can be made anonymously.  If a constituent generally makes their donations or purchases anonymously, you can check the Gives Anonymously...

When entering a transaction, the tax-deductible amount defaults to the same amount as the transaction. Tax-deductibility depends on your organization's ...

When entering a new or existing General Transaction you have the option to also upload a document as a part of the Transaction. Next to the Acknowledged fie...