Payment types
How people give, such as cash, check or PayPal, and how each is treated on reports.
Note. This is for Administrators and Managers. If you're in Member care, you won't see it in your menu. See Roles and what they can do.
Payment types are the ways people give, such as Cash, Check, Credit or PayPal.
Add one
- Choose Settings, then Payment types.
- Choose Add payment type.
- Type a Name.
- Choose how it behaves:
- Counts toward the deposit on the service report: leave it on for money that goes to the bank in your deposit, such as cash and checks. Turn it off for gifts that go straight to your account, such as online giving.
- Needs a check number: makes the check number required when you record a gift of this type.
- Save.
Change or remove one
Choose the pencil to edit, or the trash can to delete. Cash is built in, so it can't be changed or deleted, since every church takes cash. A payment type that gifts already use can't be deleted.
Spotted a mistake, or something that is not clear? Tell us.