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UPCNZ's avatar
UPCNZ
Experienced User
5 years ago

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
  • Steven_M's avatar
    Steven_M
    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.

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