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

1. Go to Finance > Settings > General
2. Under Revenue Payment Methods, click Add Payment Method, or edit a method in the list
3. Enter a Value (what is stored on each payment, e.g. stock) and a Display Label (what people see, e.g. "Stock")
4. Drag to reorder the list

Payment methods appear when creating or editing revenue records. A batch import accepts a method's value or its label, in any capitalization.

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

1. Go to Finance > Settings > General
2. Under Revenue Payment Channels, click Add Payment Channel, or edit a channel in the list
3. Enter a Value and a Display Label
4. Drag to reorder the list

A batch import stores a payment channel exactly as written, so use the channel's value (e.g. in_person).

Payment channels help track the source of donations for analysis.

Related

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