At the top of the screen, tap + New and then tap Payment in the menu.
You can record any donations or payments you receive from people. They can be made online or in person and refunded if needed. You can also select New Pledge at the top to record a pledge for a fundraising campaign.
In this example, a $50 cash donation is being recorded for John Smith. The donation is assigned to the “Centra Campus Cash batch for February 9, 2025” and the “General” fund.
If a new payment is for a new person, you can enter their details. If an existing person is donating, you can search for them by name or the last four to five digits of their phone number.
Tip: If a payment service has been configured, the Card payment method is available. Australian churches may also have a Direct debit option. The payment service will process the payment when you tap Save.
Tip: If you have configured multiple payment services and are entering a card or direct debit payment, you can select which payment service should process the payment.
Tip: Press Ctrl + Shift + A to start a new payment. If you add multiple payments, the payment form will remember many options you selected from the previous payment. This is designed to help you enter multiple payments faster. For example, you could add all Tithe donations and Building fund donations.