FAQ's on Envelope Numbers

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    office

    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.

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    Josh R.

    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!

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    Deb

    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 

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    Stephen Ivey

    @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!

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    kjohnson

    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!

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    Stephen Ivey

    @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!

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