Income transactions in CommunitySuite must have an assigned payment method. CommunitySuite has several payment method options. Users cannot add additional payment methods, but if there are additional categories your organization needs for reporting, you can use donation types to further segment transactions. Donation types can impact the revenue accounts to which income flows.
Cash
In lieu of cash, use the check payment method with "Cash" as the check number or description for cash income transactions.
Check
This payment method is used for income from checks and cash. Generally, any item that would be physically deposited to or scanned to a bank has check as the payment method.
Direct Debit
Direct Debit is limited to Australian clients.
In-Kind Donation
The in-kind donation payment method can be used to record non-cash receipt of goods, services, or time. When in-kind donation is selected as a payment method, two additional fields appear on the donation which allow the user to choose the revenue and expense accounts for the transaction.
Other Payment
Other payment is used for any transaction, other than Stripe, that is automatically deposited to the bank. This includes wire transfers and ACH payments. Using this payment method allows you to charge or deduct a fee in the till.
Public Security
The public security payment method is used to record any income that has realized gains/losses, such as stock or a land donation.
Stock
Stock payment method is not recommended. Instead, use public security which has more robust functionality. If you have tested public security and it does not fit within your Community Foundation's functions, reach out to Support to discuss stock payment method.
Stripe
Stripe is the online payment credit card processor that integrates with CommunitySuite's Giving Hub. The payment method on any donation or ticket sale completed through the Giving Hub is automatically set to Stripe. When manually processing donations, users can select Stripe and key in the credit card information or bank account information.