Adding a Business

Businesses/Vendors/Organizations may be added to your Breeze Account:

Breeze Automatically Formats a "Person Profile" as a Business Profile if the entire business name is entered in the Last Name Field of the "Add Person" tool.

Use Case: Some of you may have businesses that contribute/donate to your ministry. This process is used to add a business profile that will work just like an individual profile. Contributions may be added, as well as any other pertinent information.

  1. Select the "People" tab from the top left.
  2. Click the "Add Person" button from the right. mceclip0.png
  3. On the left, select the fields you wish to add under "Displayed Fields".
  4. Enter the Business/Vendor/Organization Name only in the last name field
  5. You may want to consider adding the owners name / business name in the nickname field if you will be sending out statements to this organization. 
  6. Fill in the other fields and click the "Add Person" button to create the Business profile.

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