The Transactions page allows you to view and manage all donations recorded through your online giving system. Each transaction represents a single contribution made by a donor and includes information such as the amount, campaign, donor details, and payment status.
Transactions are automatically synchronized with your giving provider and updated as new donations are received.
Accessing Transactions
To view all donation transactions, go to:
Donations → Transactions
This page displays a searchable and sortable list of all recorded transactions.
Transaction Information
Each transaction record includes the following information:
- Date – The date and time the donation was recorded.
- Net Amount – The amount received after processing fees.
- Campaign – The campaign or giving category associated with the donation.
- Name – The donor's name.
- Email – The donor's email address.
- Status – The status of the donation (received, pledged, charged, or refunded).
- Synced/Updated – The date when the transaction was last synchronized.
Searching Transactions
You can quickly find transactions using the search field at the top of the table. The search feature works across donor names, email addresses, and campaign names.
Transactions can also be filtered automatically when accessed from:
- Donations → Donors (to view transactions for a specific donor)
- Donations → Campaigns (to view transactions for a specific campaign)
Creating a Transaction
Manual transactions can be added to record donations received outside of the online giving system (for example, cash, checks, or collections).
- Go to Donations → Transactions
- Click Create Transaction
- Enter the transaction information
- Click Save
Transaction Fields
- Amount – The amount of the donation.
- Payment Method – Optional notes about how the donation was received (examples: check number, cash, collection).
- Status – Indicates whether the donation is received, pledged, charged, or refunded.
- Campaign – The campaign or fund associated with the donation.
- Date/Time – The date and time of the donation.
Donor Information
When creating or editing a transaction, you can either select an existing donor or enter a new donor.
- Select Donor – Choose from existing donors already in the system.
- New Donor – Enter the donor's first name, last name, and email address.
Synchronization
Transactions are synchronized with your giving provider. You can manually trigger synchronization using the Sync button on the Transactions page.
- New Transactions – Downloads transactions added since the last synchronization.
- All Transactions – Downloads the full transaction history from the provider.
Refunding Transactions
Transactions processed through the giving provider can be refunded directly from the Transactions page. When a refund is issued, the status of the transaction will be updated to refunded.