Add a payment


At the top of the screen tap + New and then tap Payment in the menu.


Any giving or payments you receive from people can be recorded, they can be made online or in person and can be refunded if needed. 

In this example a cash payment of $50 is being recorded for John Smith. The payment is being tagged with Building Fund. Tags are often used for specifying the Fund and can be handy if you need to later export all payments with that tag.

If a payment was for a new person then you can enter their details on this form, if it was an existing person then you can search for them by name or the last 4-5 digits of their phone number.

Tip: If a payment service has been configured then an additional Payment type of Credit Card will be available, this payment service will process the credit card payment when you tap Pay now.

Tip: If you have configured multiple payment services and you are entering a credit card payment then you can select which payment service to use to process the credit card payment.

Tip: Press Ctrl + Shift + A to start a new payment. If you are adding multiple payments then the payment form will remember many of the options you had selected from the previous payment. This is by design to help you enter those multiple payments faster. For example you could add all Tithe payments, then Building fund payments.

Have more questions? Submit a request