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Gift Aid Module: Transferring envelope numbers between donors

ChrisMollan
posted this on July 16, 2009 08:48

This topic relates to Gift Aid  Transferring envelope numbers between parishioners is easy using our envelope management system.

  1. To make the transfer, navigate to the parishioner that you want the envelope to be transferred to and under the envelope management section enter the envelope number and date of transfer.
  2. A warning message will appear indicating the envelope is currently allocated with another parishioner, but clicking on continue will approve the transfer.
  3. The transfer process will update both parishioner details automatically.