How do I add a donation method?

Within ExpensePlus you can customise the donation methods options that are shown.

It's really important that when you record donation income, the donation method is set correctly. If you do this, ExpensePlus will correctly exclude donations given via a payment processor that collects Gift Aid on your behalf from Gift Aid claims you create within ExpensePlus.

How do I add a donation method?

To add a donation method, go to System Settings > Donation Methods and then click 'Add New Donation Method'. Select the provider who processes your payments.

Which donation methods are eligible for Gift Aid?

Donation methods which use any of the following are eligible for Gift Aid (where a donor has a valid Gift Aid Declaration that covers the donation date of course):

  • Cash
  • Cheque
  • Card
  • Bank Transfer
  • Stripe
  • GoCardless

To find out more here about Which donations are included in Gift Aid claims?

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