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!
Solved
Is it possible to add a new payment method?
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.
+2I 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.
Sign up
Already have an account? Login
Login with your EveryAction email and password to access the community
Login with EveryAction Login with OpenIdConnector
Login to Bonterra Central
Use your Network for Good, Apricot or Nonprofit Hub email address and password.
Login with your EveryAction email and password to access the community
Login with EveryAction Login with OpenIdConnector
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.