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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2 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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