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Fatima
Rising Star
May 8, 2026
Solved

Is it possible to add a new payment method?

  • May 8, 2026
  • 1 reply
  • 37 views

Hi! Does anyone know how to add an additional payment method option? We occasionally receive donations through QCDs, and having that as an option would be very helpful for tracking and reporting purposes. The current options listed are: Apple Pay, Cash, Check, Credit Card, Debit Card, EFTs, Electronic Pay System, Google Pay, In-Kind, Money Order, Stock, Unknown, Venmo. Thank you in advance!

      Best answer by Sally Heaven

      I don’t believe there is a “payment method” for QCDs because the payment method field represents how the money is received, like check or EFT or ACH. I think many/most QCDs are recorded by a staffer doing gift entry, right?
       

      To track that this gift is a QCD, I would recommend using a specific source code to track QCDs and link the source code to a mail merge template that thanks the donor, acknowledges the QCD, and most important does NOT tell the donor their gift is tax deductible. And link that QCD source code to a specific GL code for QCD so accounting also knows it’s not tax deductible.

      1 reply

      Sally Heaven
      Sally HeavenAnswer
      Product Pro
      May 8, 2026

      I don’t believe there is a “payment method” for QCDs because the payment method field represents how the money is received, like check or EFT or ACH. I think many/most QCDs are recorded by a staffer doing gift entry, right?
       

      To track that this gift is a QCD, I would recommend using a specific source code to track QCDs and link the source code to a mail merge template that thanks the donor, acknowledges the QCD, and most important does NOT tell the donor their gift is tax deductible. And link that QCD source code to a specific GL code for QCD so accounting also knows it’s not tax deductible.

      Raise HECK, a Bonterra partner and certified Super User
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