UPCNZ
5 years agoExperienced User
card files
what card file do i create for a donee as they are not a customer, we are a charitable trust and most all income is from pledges and donations
- 5 years ago
Hi UPCNZ
Typically, Receive Money transactions will be recorded against a Customer type card. However, all card types will appear in the Payor selection list for recording a Receive Money transaction. As such, you could look at recording that transaction to a Personal card type, if required.