General Transactions

What are the payment types?
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,...
Mon, 18 Jul, 2022 at 8:15 AM
Can I add a new payment type?
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/...
Mon, 18 Jul, 2022 at 8:19 AM
Can I edit or delete a payment type?
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."  ...
Mon, 18 Jul, 2022 at 8:47 AM
Can I change the order that the payment types appear in the dropdown box?
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...
Mon, 18 Jul, 2022 at 8:46 AM
Could a donation or transaction be done anonymously?
Yes, a transaction can be made anonymously.  If a constituent generally makes their donations or purchases anonymously, you can check the Gives Anonymously...
Mon, 18 Jul, 2022 at 9:21 AM
What is the difference between amount and tax-deductible amount?
When entering a transaction, the tax-deductible amount defaults to the same amount as the transaction. Tax-deductibility depends on your organization's...
Mon, 18 Jul, 2022 at 4:23 PM