5.2.18 Square (Payment Terminal)
Jun 29, 2026
Square Purpose: Credit card payment processing. Each campus should have a handheld Square device. Contacts: Jeramie Carrieri
5.2.17 ShelbyNext Forms
Jun 29, 2026
...Next Forms Purpose: Online forms, registrations, payments, surveys, and connect cards. Contacts: Jeramie Carrieri
...The following payment methods are approved for church purchases: Church credit card Church check ACH or approved vendor payment The following payments are NOT approved for church purchases: Cash is not an approved...
6.1.10 Understanding Certificates of Insurance (COIs) for Church Vendors and Contractors
May 11, 2026
Understanding Certificates of Insurance (COIs) for Church Vendors and Contractors A Certificate of Insurance (COI) is a document issued by an insurance company or broker that verifies a vendor, contractor, freelancer, or...
...rovider. Payment Methods Crosspoint Counseling Center accepts: Credit and debit cards Health Savings Accounts (HSA) / Flexible Spending Accounts (FSA) Cash and personal checks (payable to the clinician Payment informatio...
11.0.1 Client Intake Guidelines
May 1, 2026
...lease of Information, if needed Financial Documents Fee Agreement Credit card on file, if required Insurance information, if applicable Clinical Intake Documents Adult Intake Packet or Youth Intake Packet O...
...t Methods Include: Online giving platform (official church system) Credit/debit cards through approved processors Checks Cash (handled according to cash handling procedures) Why This Guideline Exists: Ensures prope...
4.5.5 Cryptocurrency Policy
May 1, 2026
...onations must be made using approved methods (cash, check, ACH, or credit/debit card).
4.1.3 Introducing Crosspoint Accounting Team
May 1, 2026
...ving - Ramp - credit card expense - Amazon Business – Crosspoint Church Business Prime account -...
5.1.35 Software Approval Process
May 1, 2026
...l subscriptions One-time software purchases “Free trials” that require a credit card Why This Matters Protects sensitive church and member data Ensures compatibility with existing systems Prevents duplicate tools a...
5.1.23 Recognizing Phishing Attempts
May 1, 2026
...essage appearing to come from leadership asking for urgent help purchasing gift cards or sending sensitive information—often from a personal or incorrect email address. What To Do Do not click links or download att...
5.1.15 Device Return
May 1, 2026
...turned to IT for proper handling. Under no circumstances should equipment be discarded independently. Devices that contain or may contain data (e.g., hard drives, copiers with scanning/storage capabilities) must be secur...
4.5.2 Cash & Check Handling (Weekday)
Apr 28, 2026
Cash & Check Handling (Weekday) Cash and check donations or payments received during the week must be handled securely, consistently, and with clear accountability across all campuses. Storage Requirements Each campu...
4.5.10 PCI Compliance and Credit Card Handling
Apr 28, 2026
PCI Compliance and Credit Card Handling Crosspoint Church does not retain credit card numbers for any reason. Writing down card numbers is strongly discouraged. If a card number must be written down to complete a transac...
4.5.12 Refund Guidelines (Tuition, Food, Trips (missionsyouth), Bargain Box, Other Payments)
Apr 28, 2026
...banking system . This applies to all payment types, including checks and credit cards. These procedures are in place to ensure: Proper financial internal controls Protection against fraud and misappropriation of funds Ac...
4.5.13 Refund Policy (Tithes and Offerings)
Apr 28, 2026
...approved refund must be issued in the same form as the original payment. Credit card donations must be refunded back to the original credit card. Refunds may only be processed after the original transaction has fully cle...
4.3.7 Reimbursement (Use of Personal Funds)
Apr 28, 2026
...G PERSONAL FUNDS Tax-exempt status may ONLY be used with a church-issued credit card or check NEVER pay cash or use personal funds while claiming tax exemption All transactions must be trackable through an approved payme...
4.3.6 Receipt Documentation Requirements
Apr 28, 2026
...eferred) Digital receipt (email or PDF) Invoice marked as “Paid” Bank or credit card statement (only as supplemental, not primary documentation) Unacceptable Documentation Screenshots without itemization Estimates,...
4.3.4 Paying Bills (Accounts Payable Process)
Apr 27, 2026
...ayment method Reduces processing time and administrative overhead Church Credit Card Recommended whenever possible for purchases Allows for better tracking, controls, and reporting Printed Checks Used when ACH or credit...
4.3.2 Central Benevolence Guidelines
Apr 27, 2026
...ments should go to providers, not individuals Use only approved systems (credit card or check request) Checks should be mailed, not distributed directly to individuals 3. Leadership & Oversight Each campus must: Assi...