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Payment Information

Use payment information to track how donors contribute to your organization. Under Payment information on each gift record there are details that describe the payment method the donor used and the information used to process, verify, and reconcile the payment.

Payment information supports several donor stewardship and operational tasks:

• Maintain correct donor and transaction records

• Verify payment details when you follow up with donors

• Track reference numbers and dates for reconciliations

• Confirm authorization, account, and configuration information for electronic payments

• Review transaction IDs when you research activity in Blackbaud Merchant Services

Each payment method offers unique details that support these tasks.

Payment Methods

The payment information on gift records include one of the following payment methods:

• Cash

• Personal or business check

• Credit card

• Direct debit

• Other to track gift-in‑kind payments

• PayPal and Venmo

View Payment Information

To view payment information on a gift record:

1. Find the constituent whose gift you want to refund.

   • Use Search to find the constituent,

   • Create a list of constituents from Constituents, Constituent lists, or

   • Create a list of gifts from Gifts, Gift lists.

2. Navigate to the gift record:

   • From the constituent record, under Giving history select the gift amount.

   • From a gift list, select the gift amount.

3. Under Payment information, view the payment details.

4. To view more details about the payment method, select View.

Tip: In the database view, you can manage payment information from the Gift tab of the donor’s constituent record.