Creating and Editing Methods for Contributions (Check/Cash/Card/etc.)

When recording a contribution, users can select the method of the contribution (e.g. 'cash', 'check', 'stocks', etc). To modify the list of methods:

  1. Navigate to "More > Contributions."
  2. Click "Methods" on the left (after clicking "More").
  3. Click "New Method" in the upper right.
  4. Provide a name and click "Create Method."
Breeze Online Giving Gifts will come in as Online (Card), Online (ACH). Text Giving will come in with a method of Text (Card), Text (ACH). These methods will automatically create themselves the first time Online or Text to Give is used.
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Comments

9 comments
  • If I set up my text to give using my card, is there a way to edit so I can us ACH instead?

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  • Hey @daniel!

    Great question! You can! You simply can just text Update. Your text giving number will respond with a link where you can make these changes. 

    Hope this is helpful!

    Happy Breezing,

     

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  • Is there a way to upload a picture of the check when manually adding a check contribution?

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  • @laurad

    We do have a Check Scanner Method For Entering Contributions! This will scan the code on the check, but won't be able to take a picture of it. This would be a great Feature Request to submit for the future!

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  • the text option doesnt tell the receiver where the text is coming from. how can we correct that with the limited characters that we have?

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  • Hi @dmfaison,

    I'm terribly sorry but I'm not sure I completely understand your question as it relates to this article. If you wouldn't mind clarifying for me, that would be really helpful!

    • Are you referring to text messages your church sends out? Or..
    • Are you referring to receiving online giving via text message and recording that in Breeze? 

    Thanks! 

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  • How can someone give stock shares through breeze? I see the option...are there instructions on how to receive those shares?

     

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  • How does administrator update credit card expiration date (per request of donor) without entering all of the card information? The donor did not see a way to update the card on their end. How does the donor update their card information.?

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  • Hello @Carleen!
    As an administrator, you do have the ability to edit your donor's recurring gift information. But, when making any changes in the card number fields, you will need to have all of the credit card information available to you. 
    If your donors do not have access to Breeze, they will need to have you make their changes. A very helpful and safe way to make this change is by having you, the administrator, STOP their gift and then the donor can initiate a new gift at the Giving Page with the new CC information. 
    When church members have access to Breeze, then they are able to make these changes on their own! Here is a guide that will tell you all about this feature:  Allowing Members to Have an Account in Breeze

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