PSFS Family Directory - Family List: How to remove a parishioner from receiving envelopes without affecting giving

How to remove a parishioner from receiving envelopes without affecting giving

When you remove the "Send Contribution Envelope" indication or checkmark in a Family Record it automatically prompts you to set the Envelope Number to 0. You may be wondering how setting the envelope number to 0 will affect the Contributions for the Family and if it will affect the tax report for this parishioner.
remove_checkmark_for_send-envelopes.png

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 contributions of the parishioner.

The following article gives a little more detail on this question: 
What happens to the giving history when I reassign or remove an envelope number?

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.