Payment Information

Donors can use a variety of methods — such as cash, personal or business check, credit card, or direct debit — to pay for gifts. On the record of a gift, you can view how the donor paid for it and related pertinent details under Payment information. These details can help you when you solicit giving, such as if you contact a lapsed donor whose credit card is expired. For each method, you view different types of information.

Tip: In the database view, you can manage payment information from the Gift tab of the donor’s constituent record.