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How
do Envelopes Work
Step 1: Go to Contributions -> Envelopes -> Env-Maintenance.
Names of Households and Members are not automatically added
to the finance section. You don't have to re-type the names
but you do need to tell the system which of these households
and members you want to have appear in the Contribution section
of the system. The contribution system allows you to specify
either Households or Members as giving entities. The envelope
maintenance window has two purposes.
- Manage Envelope Numbers
- Add Households/Members to the Contribution system
At first glance you might think purpose #1 above is more
important but for churches that do not use envelope numbers
purpose #2 becomes the main reason to use this window. You
can have as many Households/Members as you wish with an envelope
number of zero. If you are unsure of the difference between
a Household and a Member please refer to Must
Know #1. To make this more clear we should provide an
example:
Example 1: A married couple (John & Mary) are giving
a contribution. You will want to use the Household as the
giving entity. That way when the Contribution Statement is
sent it displays both of their names on the Statement. To
add households to the finance section refer to Adding
Household Envelope Numbers
Example 2: A child of a household makes a donation and want
to receive a separate Contribution Statement. You don't want
to add the household to the finance section unless they are
also giving. Instead you want to add the Member to the finance
section. To add members to the finance section refer to Adding
Member Envelope Numbers.
Example 3: A single person living by themselves makes a donation.
In a situation like this you could add either the household
or the member record to the finance section. We suggest using
the household record.
Note: You can have as many Households/Members as you
wish with an envelope number of zero.
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