FAQ's on Envelope Numbers

Can a couple/family share an envelope number?

An envelope number can only be assigned to one individual.  However, when it comes to producing end-of-year tax statements, by default all family giving is included, and the contributor's name does not have to be listed.  A statement can be generated for both the designated contributor and spouse/family. 

(See customizing statements for more information on how to customize what is displayed on a statement.)

If you'd like to designate giving to multiple family members using envelope numbers, we recommend creating separate envelope numbers for each giver in the family. 

 

What happens to donations if I delete an envelope number?

Donations that are input via envelope numbers are not deleted just because an envelope number is deleted.  Contributions are associated to a person by their profile and are therefore retained when an envelope number is deleted or changed. 

Can I reuse an envelope number after I have deleted it from one person?

Absolutely! You can reuse an envelope number once it has been deleted from one person, assigning it to a new person.

How do I change an envelope number?

To change an envelope number follow these directions:

  1. Go to More > Contributions 
  2. Click More on the left side column > Envelopes
  3. Click "Add Entry" in the top right corner
  4. Enter the information for the envelope number and the person assigned.
  5. Delete the old envelope number

This action will not cause any previous contributions to be deleted or removed from the association of an individual. 

 

 

 

 

 

Was this article helpful?
17 out of 27 found this helpful

Comments

10 comments
  • Hi @gsousa!

    It sounds like we have a lot to look into here! Be looking for an email from me soon so we can look into this situation further!

    Blessings,

    0
  • Hey @office,

    At this time the only way to see who is assigned to what envelope number, is by going to the Envelope Section of the Contributions (Contributions > Envelopes). I hope this helps! 

    Blessings!

    0
  • Is there a way to see the envelope number on the individual's Profile page? We have a field labelled 'Envelope Number' that we added to the Profile page, but I noticed it is not pulling in the actual Envelope number assigned on the 'Envelopes' page.

    0
  • Hey @RNWenzel!

    This is a great question! You can reuse an envelope number once it has been deleted from one person, assigning it to a new person. With this error message appearing, we'd like to help troubleshoot the disconnect for you. Would you mind to send this information via email to our Support Team with member information: 1. Member name who passed away, 2. The member who needs the envelope 3. Account information.

    We look forward to serving you.

    support@breezechms.com

    Blessings! 

     

    0
  • Envelope numbers are not showing up on the report. For example, I download from Securegive into Breeze.  You have to have an envelope # to do that, but when I go to the report, only some of the #'s are there why is that?

    0
  • One of our members died in 2019.  I have tried to reassign her envelope number to another member in 2020 but I keep getting the error message that the number is assigned to someone else.  Looking at the deceased member's church info, the area for envelope number is blank and the number does not show up on our list of envelopes.  How can I give this envelope number to a living member?

    0
  • Two Questions:

    1.  We put out new numbered offering envelopes in December each year.  Numbers change, of course, from year to year based on death, church membership, etc.  I read, above in another question, how to change numbers, but do I have to wait until January 1 to upload those to your site or is there a way to set start and end dates on envelope numbers?

    2.  I really haven't done much with contributions on the Breeze site, so this may become clear in January when we start using your system for giving, but how do we put in "loose offerings"?  We had this set up as a numbered giver in old CHMS, and wasn't sure if I need to do so moving forward.

    Thanks!

    0
  • @office

    Great question! I would suggest doing this by updating the envelope numbers in an Excel document (after you've archived the deceased). This will allow you to properly reorder the numbers at the top of the year! Import Giving Envelopes

    Let us know how we can continue to serve you!

    0
  • How do I reorder envelope numbers at the beginning of the year?

    Due to deaths or leaving the church, we have numbers that aren't being used. I want to alphabetize and give everyone a new number in January.

    Thanks 

    0
  • @kjohnson

    1. There is not a way to set start and end dates for Envelope numbers. In order to keep from making a mistake, I would wait until the top of the year to import this information!

    2. There is a way to input "anonymous" donations. Simply make this designation as you are inputting the gift! 

     

    If there's anything else that we can do to serve you, please don't hesitate to let us know!

    0