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 create a custom Donation Method, head into the Giving module's settings - the cogwheel icon in the top right corner of the Giving module. In the Donations Methods section, click Add method. Give the Method a suitable description - we suggest keeping this brief, perhaps just a word or two, like "Envelope" or "Collection tin". Click Save before closing the module settings page.

Donation methods are listed in alphabetical order when viewed in drop-down lists, such as when adding donations or adding batches of donations; and also in reports when filtering by Method. This order cannot be customised.

Deleting a donation method that is no longer required

You can safely delete custom Donation Methods from the list in the Giving module's options without any impact on existing donations that have made using that donation method. Donations for deleted methods will continue to show the method that was historically used for the donation and will continue to show in donation reports as well as in the My Giving section of My ChurchSuite.

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