Record giving and find receipts

Confirm the record’s scope

Check the location, person, category, amount and date before saving a financial record. Your account must have the relevant finance access and the church plan must include giving features.

Record cash or bank giving

1. Open the giving records page and choose the giving entry action.
2. Enter the giver when required, the category, amount, date and payment method.
3. Review the selected location and supporting reference details.
4. Save once and check the resulting transaction. A manual bank record documents giving; it does not itself collect money from a bank account.

Find a receipt or export

• Open the relevant transaction and use its available receipt action.
• Use the collection’s export menu when it is available, after checking filters and the records being exported.
• If a gateway payment is still pending, review its verification state before recording a second manual transaction.
• Use authorised correction workflows for mistakes so the financial history remains traceable.