Assign Payment Methods to a Template

Written by Nick Miles

Last published at: April 24th, 2019

  1. Navigate to System Data from the Home page.
  2. Select Templates from the left-side menu.
  3. In the Templates window, click the Template ID of the relevant template.
  4. Select Edit Payment Method from the left-side menu.
  5. In the Template Payment Methods window, click the checkbox next to the Payment Method(s) that you want to add to the template.
  6. Click Update.

If system transactions meet your selected criteria, the template will be used. Otherwise, the system will use the default template for that letter type.

Note: Payment Methods can only be assigned to Donation Letter templates.