Please take notice this article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
Update a family record so the family no longer receives envelopes.
- Search for the necessary family record
- Click Edit Details
- Unmark the option to Send Contribution Envelopes
- When you remove the Send Contribution Envelope checkmark, it automatically prompts you to set the envelope number to 0.
- If your member has an online giving account and is still contributing but does not need a physical envelope, make sure to click "No" when prompted to set the envelope number to zero. This will keep the same envelope number for the member, but the member will not receive envelopes.
- If your member does not have an online giving account and does not want to receive envelopes, click "Yes" to the prompt about setting the envelope number to zero.
- When you remove the Send Contribution Envelope checkmark, it automatically prompts you to set the envelope number to 0.
Note: All contributions are tied to the Family (or Member) DUID for parishioners. If you remove the envelope number (or set it to 0), it will not affect the parishioner's contributions. The following article provides a bit more detail on this question: What happens to the giving history when I reassign or remove an envelope number?
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