How to assign account codes

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

Adding an account code to a fundraiser

Adding an account code to Product Fundraisers

Adding an account code for Point of Sale (POS) Quick Pay transactions

Adding an account code to a product or membership

1. From the toolbar select Store Management > Manage Products or Memberships > Manage Memberships.

2. Click the 3 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 3 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 Manage Campaigns.

2. Click the 3 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 to Product Fundraisers

1. From the toolbar, select Store Management , then Manage Existing Product Fundraisers.

2. Click the Assign Account Code link at the top of the page.

3. Click the box labeled Select an account code and select the account code for Product Fundraisers. The code will be used for the entire category of product fundraisers.

4. You can edit the account code by selecting Edit Account Code.

 

Adding an account code for Point of Sale (POS) Quick Pay transactions

1. From the toolbar, select Store Management, then Manage Products.

2. Click the 3 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.

 

Questions? Contact Givebacks Support.

 

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