Forum Discussion

UPCNZ's avatar
UPCNZ
Experienced User
4 years ago
Solved

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
Cards
  • Steven_M's avatar
    Steven_M
    4 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.

UPCNZ's avatar
UPCNZ
Experienced User

HI,

They are niether customers as we dont invoice them or suppliers as we dont purchase from them,

they are donees to our charitable trust, we recieve money from them so I need to create a card for thier transaction of funds deposited.

Steven_M's avatar
Steven_M
Former Staff
4 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.