Accounts and Sub-accounts
Within your eCatholic Payments account, you can organize your transactions using Accounts and Sub-accounts. This allows you to know exactly where your donations and payments are coming from and where they should be going to.
1 - What is an Account?
An Account is a label designating where money is going TO. In most cases, an Account is named after a particular department at your parish, school, or organization.
Accounts can be created and managed in the Payments Center.
Note:
This does not refer to your bank account that is linked to your Payment Center. In this context, Account is a label used for bookkeeping or accounting purposes.
2 - What is a Sub-account?
A Sub-account is a subcategory designating where money is coming FROM. This may also be referred to as a Fund, especially in our ChMS software. Most often, a Sub-account is the page on your website via which a donation or payment is submitted.
Sub-accounts can be updated in the settings for a Donation Form or Payments Form.
Example Parish Account & Sub-account Names
- General Account (Account Name)
- Online Giving (Payment Form Page)
- Capital Campaign (Payment Form Page)
- Youth Ministry (Account Name)
- Vacation Bible School (Payment Form Page)
- Religious Education Signup (Payment Form Page)
- Adult Faith Formation (Account Name)
- Fall Women's Retreat (Payment Form Page)
- Bible Study Registration (Payment Form Page)
Example School Account & Sub-account Names
- General Account (Account Name)
- School Tuition (Payment Form Page)
- Athletic Department (Account Name)
- State Champion T-Shirt Orders (Payment Form Page)
- Summer Camp Signup (Payment Form Page)
- Fundraisers (Account Name)
- Cookie Dough Sales (Payment Form Page)
- Marathon Meal (Payment Form Page)
3 - How to view your Accounts and Sub-accounts
To view your Accounts and Sub-accounts, log in to your eCatholic website and click Payments in the blue Admin toolbar to open the Payments Center. Then, click the Accounts tab (pictured above) to:
- View your Accounts and Sub-accounts
- Edit Account Names or Account IDs
- Add an Account
NOTE: In the Account tab, you can click the Sub-account name to go to the payment page and view that particular payment or donation form.