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Payment Types

Payment Types

When recording gifts in DonorDock, you can choose from a variety of payment types to ensure accurate tracking and reporting.

Default Payment Types

By default, the following payment types are available:

  • Cash

  • Credit Card

  • Check

  • In-Kind

  • Stock

  • ACH

  • Other

  • PayPal

  • Payroll

  • DAFpay

  • Google Pay

  • Apple Pay

  • Cash App

Custom Payment Types

As of September 29, 2025, administrators can add their own payment types.

  1. Navigate to Organization Settings (grid icon in the top right of DonorDock).

  2. Scroll down on the right side to the Payment Types section.

  3. Click into the text bar, type the name of your new payment type, and click Create.

  4. To edit an existing payment type, click the pen icon next to it.

  5. To delete a payment type, click the trash can icon.

Payment ID Field

The name of the Payment ID field will update based on the payment type selected:

  • For example, if the payment type is Check, the field will be labeled Check Number.

  • If the payment type is ACH, the field will be labeled Transaction ID.

When running reports or using merge tags, this field will always display as 'Payment ID' across all payment types.

Otto Tips

  • 🐚 Mind the defaults: System defaults like Cash and ACH are locked in place and cannot be deleted.

  • ⚓ Add details: If you’re ever unsure, use the Payment Note field to clarify how the gift was received.

  • 🦑 Report ready: Remember that no matter the label, the Payment ID field is always consistent in reports.