After creating account codes, you can assign them to products, fundraisers, memberships, and point-of-sale transactions. See How do I create account codes? for more information.
Adding an account code to a product or membership
1. From the toolbar, select Store > Products or Memberships > Products.
2. Click the three dots next to the product and select Edit Account Code.
3. Click on the box labeled Select an account code and choose the code you want associated with the selected product.
4. The account code will be listed in the Account Code column of the product list.
Note: You can edit or delete the account code by clicking the three dots next to the product and selecting Edit Account Code. You can remove or change the account code. For more information see How do I remove or delete an account code?
Adding an account code to a fundraiser
1. From the toolbar, select Fundraisers, then All Campaigns.
2. Click the three dots next to the fundraiser and select Edit Account Codes.
3. Click the box labeled Select an account code and choose the code you want associated with the selected fundraiser.
4. The account code will be listed in the Account Code column of the campaign list.
Adding an account code for Point of Sale (POS) Quick Pay transactions
1. From the toolbar, select Store, then Products.
2. Click the three dots and select POS Store Settings.
3. Click on the box labeled Select an account code , then select the account code for quick pay POS transactions.
Note: This code only applies to Quick Pay transactions with the Stripe reader. If you select a specific product, the product account code will apply.
Adding an account code to Direct Donations
1. From the toolbar, select Fundraisers, then Direct Donations.
2. Click the Direct Donation Settings button.
3. Click Edit Account Code.
4. Enter the account code and click Save.
Note: This account code will apply to all Direct Donations made through the Cause page in the Givebacks app.
Questions? Click the "?" icon to contact Givebacks Support.