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.
Was this article helpful?
15 out of 44 found this helpful