Adding custom donation methods

Within the Giving module's settings you can create custom Donation Methods to suit the types of donations your organisation typically receives, in language and terminology that you are familiar with.

ChurchSuite already provides several system default donation methods - Bank, Cash, Cheque, Card, Direct Debit and Text. You can add further giving methods, such as "Envelope" in the example below. For example, you may wish to distinguish between "Envelope" cheques and loose cheques. Now that's really easy to do. Custom "methods" obviously also display in all the Giving module reports and in the My Giving section within My ChurchSuite.

To add or edit a custom Donation Method, head into the Giving module's settings via the 'cogwheel' icon. In the Donations Methods section, click Edit.

On the Donation Methods pop up click Add method. Give the Method a suitable description - we recommend keeping this brief, perhaps just a word or two, like "Envelope" or "Collection tin". Note that you can re-order custom donation methods, perhaps placing your more commonly used methods at the top of the list - the order is respected on the "Method" selector surfaced when adding donations. Click Save.

Deleting a donation method that is no longer required

You can safely delete custom Donation Methods without any impact on historic donations. Donations for deleted methods will continue to show the method that was historically used and will continue to show in donation reports as well as in the My Giving section of My ChurchSuite.

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