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This plugin is only available on the Rock Shop. To install this plugin, select Admin Tools > Rock Shop from your own instance of Rock.

Soft Credits by 9 Embers

$0

Note: plugin details are provided here only as a reference for what is available in the Rock Shop. To install this plugin, select Admin Tools > Rock Shop from your own instance of Rock.

Required Rock Version
13.0

Documentation
Documentation Link

Support
Support Link

Package Description

Overview

A soft credit scenario is when a donation is made on behalf of someone or some other entity (such as a business or foundation). A hard credit is given to the someone or other entity, as well as a soft credit to the one who receives the credit for it. The soft credits plug in provides a way to establish and view soft credit donations within your church.

Usage

The soft credit plug provides a way to:
  1. Establish hard and soft credit relationships between different Rock profiles (people and/or businesses).
  2. Edit existing transactions with the correct hard and soft credit relationships.
  3. View all soft credit transactions by date range and other useful filters.
  4. Provide information related to soft credit transactions on giving statements.
Example
  • Ted Decker owns Tip Top Tree Shop.
  • Tip Top Tree Shop makes a donation.
  • Per this donation, a hard credit is given to Tip Top Tree Shop, and a soft credit is given to Ted Decker