To add a payment address
The payment address can be chosen as the address to which to send payments on a per gift basis. You can enter multiple payment addresses, which will be numbered automatically Payment1, Payment2, etc.
1. Open the Person Information of the person whose payment address you want to add. How?
2. Click the Other Address tab.
3. Click .
4. Double-click the row for Payment (Payment will have a number after it, such as Payment1).
5. Fill in the payment address information, including the Expires field if necessary. There is help available on each field.
6. Fill in the bank information, if needed. There is help available on each field.
7. Click .
8. Mark the checkbox in the gift row(s) for the gift(s) that you want to make payments to this payment address, and then click the OK button.
9. Click .
Notes:
· To activate EFT information for a bank payment address, mark the Use EFT checkbox.
· It is possible to have multiple payment addresses.
· Payment addresses can also be seasonal. In the Expires field, enter the date that the current address will no longer be valid and add a second address of the same type with a corresponding expire date. When you run Globally Update Seasonal Addresses, the Expires date tells the routine if the current address in the pair needs updating.
Copyright 2025 PG Calc Incorporated