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.
- Select the "People" tab from the top left.
- Click the "Add Person" button from the right.
- On the left, select the fields you wish to add under "Displayed Fields".
- Enter the Business/Vendor/Organization Name only in the last name field.
- 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.
- Fill in the other fields and click the "Add Person" button to create the Business profile.