Giving Number Settings
Set up your giving number sequence and assign numbers to your contributors.
Whether you have a large or small congregation, handling giving numbers individually can be a monotonous task. The settings you adjust here ensure that you assign the correct numbers to the correct people.
Set up your giving number sequence, so you can assign the next available number to contributors from their profile.
If you customized the "Giving Number" field, the term you designated replaces it everywhere.
Set up Your Giving Number Sequence
Enter the first giving number you want to assign to contributors, and select whether or not you want to reuse old numbers.
The settings you enter here will affect what happens when you click Next Number on an individual's profile.
Note: If you refer to giving numbers by a different name and have made changes to reflect it, that name will replace "Giving Numbers" everywhere. For more information on how to customize this, see Customize Existing Profile Fields.
- In the top-left corner, click your ministry hub then Giving. Then click .
- On the Giving Numbers tab, enter the first number in sequence that you want to assign to contributors.
- Select whether or not you want to reuse giving numbers from profiles that were deleted or merged.
- Click Save.
Assign a Giving Number
Assign an individual's giving number to help identify their giving statement.
Note: For more control over which numbers are assigned when you click Next Number , set up your giving number sequence before completing this task.
- Locate and open a record.
- Click the Giving tab or stay on the Info tab depending on your permission.
- Within the Giving Number column, click
and select Edit.
- Enter a number, or, to assign the next available number in the database, click Next Number.
- Click Apply.
Delete a Giving Number
Delete an individual's giving number.
- Locate and open a record.
- Click the Giving tab or stay on the Info tab depending on your permission.
- Within the Giving Number column, click
- To confirm, click Delete.