Revenue Settings

Configure how revenue is categorized and tracked in your organization.

Payment Methods

Payment methods define how a donation or payment was made. Common examples include:

Cash - Physical currency
Check - Paper checks
Credit Card - Online or in-person card payments
ACH/Bank Transfer - Direct bank transfers
Wire Transfer - Wire payments
Stock - Stock donations
In-Kind - Non-monetary gifts

Managing Payment Methods

Go to Revenue > Settings > General
Under Revenue Payment Methods, add or edit methods
Drag to reorder the list
Each method can have an optional value for reporting

Payment methods appear when creating or editing revenue records.

Payment Channels

Payment channels define where or how the transaction was received. Common examples include:

Online - Website donations
In Person - Events, office visits
Mail - Mailed checks
Phone - Phone-based donations
Mobile - Mobile app donations

Managing Payment Channels

Go to Revenue > Settings > General
Under Revenue Payment Channels, add or edit channels
Drag to reorder the list
Each channel can have an optional value for reporting

Payment channels help track the source of donations for analysis.

Revenue Overview
Custom Fields - Add custom data fields to revenue records