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

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

  1. Navigate to Giving.
  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."

Note: Breeze Online Giving Gifts will come in as Online (Card), or Online (ACH). Text Giving will come in with a method of Text (Card), and Text (ACH). These methods will automatically create themselves the first time Online or Text to Give is used.

Deleting a Method: If you choose to delete a method, all giving transactions associated with this method will be transferred to the selected method below. Please be cautious, as this action cannot be undone.

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