Create Payment Methods

Navigate to Payment Methods from the Home page. Click Create from the left-side menu. Select a Payment Method. If there are no Payment Methods to select, this means that all Payment Methods have been added to the system. Available Payment Methods: Cash Check In-Kind Donations Other Payment Public Security Stock Stripe Select Internal Module as your ...

Edit and Delete Payment Methods

Navigate to Payment Methods from the Home page. Select the Payment Method ID number. To Delete a Payment Method, click Delete in the left-side menu. Click Edit in the left-side menu. Make any desired updates. Then click Save....

Payment Method Types*

Methods of payment are radio buttons that appear when you process any payment or donation.  If the method you want is not visible as a radio button it will need to be added under Payment Methods from the Home page. Go to Payment Methods Pick Create from the left menu Choose the Payment Method from the Add Payment Method list  The Processor will be I...

Other Payment*

Use Other Payment for a variety of different types of payments, including other Credit Card processors such as PayPal or posting to a specific GL account. Go to Donations Choose Create from the left menu Enter the Donation Choose Other Payment from the list of Payment Methods Continue entering the Donation as usual If you are using Other Payment to ...