How to Enter Donations from Organizations or Companies in SteepleMate
If your church receives contributions from organizations or businesses, you can track those donations in Offering Management just like you would for individual members or guests. This article will walk you through how to properly enable and record these contributions in your SteepleMate system.
Step 1: Enable Organizations and Vendors in Entry Options
By default, Organization and Vendor contributor types are not shown in the dropdown list when entering gifts. To enable them:
- Go to Offering Management.
- Open or create a contribution batch.
- In the top right corner, click the Options button.
- In the pop-up window that appears, check the boxes for:
- Organization
- Vendor
- Click the green Refresh button to apply your changes.
Once this is done, those contributor types will now appear in the selection dropdowns when entering gifts.
Step 2: Record the Organization’s Gift
- Click the New button to enter a new contribution.
- In the Contributor dropdown, search for and select the organization or vendor (must already be added to the system).
- Select the appropriate:
- Source (e.g., check, cash, etc.)
- Source Identifier (e.g., check number)
- Fund the gift should be credited to.
- Click Save to record the gift.
Additional Notes
If the organization has not been added to SteepleMate yet, you’ll need to add it as a contact first under Manage > People.
Once properly recorded, these contributions can be included in Contribution Statements and reports for end-of-year documentation.
Need help with Offering Management?
Related Articles
Effortless Mobile Donations: Using SteepleMate's Text-to-Give Feature
Embrace the convenience of mobile giving with SteepleMate's Text-to-Give feature! You can initiate giving anytime, anywhere using just your phone. This quick guide will show you how to use specific keywords, emojis, and even split your donations ...Organization Settings in SteepleMate Free
Welcome to SteepleMate! This guide will walk you through the essential steps to set up your Organization Settings so your church can start using SteepleMate efficiently. If you need additional help, don’t hesitate to reach out to your Account ...Canceling or Downgrading Your SteepleMate Account
At SteepleMate, our mission is to support churches and faith-based organizations in building thriving, connected communities. However, we understand that there may be times when SteepleMate may no longer meet your ministry’s needs, or you may simply ...People Categories and Searching for People in SteepleMate
SteepleMate provides a robust system for categorizing individuals and organizations, enabling churches to streamline communication, create directories, and generate reports tailored to specific groups. This guide explains how to use the system to ...How to Create and Manage Offerings in SteepleMate
SteepleMate’s Offering Management feature helps you efficiently record and manage donations, both physical (cash and checks) and external payments from sources outside your merchant account. One of the core features in this system is the ability to ...
Recent Articles
How to Update Your Profile in SteepleMate
Keeping your profile up to date helps church leaders and other members stay connected with you. Here’s how you can update your personal and contact information in the SteepleMate System. How to Access Your Profile Click the person icon at the top ...Set Up a Sermon Archive in the Church Library
This guide walks you through the process of setting up the Church Library, as an example we will setup a Sermon Archive. You can use the Church Library to organize sermons, bible studies, or any media you would like to store privately or share ...How to Set Up Call Forwarding in SteepleMate
Call forwarding is a great way for churches to stay responsive without being tied to a specific location or device. Whether you’re a pastor, admin, or volunteer, forwarding calls lets you receive church-related calls on your personal phone — while ...How to Change Your Primary Email Address for Your SteepleMate Login
If you need to update the primary email address associated with your SteepleMate login, please follow these steps carefully. Note: For security reasons, this change must be completed by the account holder themselves. Log in to your SteepleMate ...How to Enter Donations from Organizations or Companies in SteepleMate
If your church receives contributions from organizations or businesses, you can track those donations in Offering Management just like you would for individual members or guests. This article will walk you through how to properly enable and record ...