Methods for Offline Giving

  • Resolved tomwsimon

    (@tomwsimon)


    1 day, 22 hours ago

    Could you add a field to capture the method used for each offline giving transaction? You could leave “Mail a check” on the front end, but it would be super helpful if you could make it possible in the admin section (page=donor-merchant-donations) to categorize as cash, check, cashapp, etc? You could use the “Transaction” field to show this, since it’s currently empty for offline transactions, and it would align with “pi_xxxxxxxx” for Stripe and whatever else you put in there for Paypal, etc. You could put the valid methods (including custom methods) in the Settings section (page=donor-merchant-settings&tab=general) on one of the tabs. Just a thought.

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  • Plugin Author Matt McWilliam

    (@mattmcwilliam)

    1 day, 1 hour ago

    Thanks Tom, great suggestion! These changes are now live in version 2.9.1.

    Offline gifts now show how they were paid in the Transaction column, like you suggested (for example “Check #1024”).

    In Donations, you can hover over any donation or offline gift and choose “Change method” to set it to check, cash, Cash App or whatever you use.

    Older gifts show a “Set method” link there now too. The list of methods is editable under Settings > Payments > Offline gifts > Payment methods. I put it there rather than on the General tab so it goes with the other offline settings.

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