This article explains the steps to set the Default Guest Envelope Number.
Organizations with the Default Guest Envelope Number setting enabled will automatically have the Envelope Number populated for all new and existing guest accounts that do not have an Envelope Number set.
1. In Settings, check to see if the Default Guest Envelope Number is
Enabled on the Online Giving Settings Card.
2. Select Edit Default Guest Envelope Number from the Ellipses drop
down menu on the Online Giving Settings Card. (This option is only
applicable to Online Giving customers without Church Manager.)
3. Click on the Use Default Guest Envelope Number toggle to Enable the
setting. (If the Default Guest Envelope Number is not set, or blank, the
Toggle for Use Default Guest Envelope Number will show Not Enabled.)
4. Add the Default Guest Envelope Number.
5. Select Save.
Once set the Online Giving Settings card displays the Default Guest Envelope Number. This will update all the Envelope Numbers for Guest Accounts that do not have an Envelope Number set.
Check this out for more information on Settings.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.
