Completed Transactions

View details of all completed transactions

Go to Reports > All Transactions to view and filter details of all completed transactions.

Set the date range (located below the Transactions Overview) and select filters like type of Status, Payment Method, Campaign, etc. or create your own.

To add more information to the report, edit the columns you'd like to see listed in the report below. For example add the donor's street address and phone number if it has been collected, fees, and more use the Edit Columns button.

Resending Receipts

Navigate to All Transactions > search for the transaction in the report, tap on the ... button under the Actions column and tap on Resend Receipt to resend the receipt to the donor's original email address or a different email address.

https://youtu.be/APw3KysD6dAyoutu.be

Updating Transactions

If the campaign, campaign option type, amount paid (for check or cash transactions), address, phone number, additional information, or memo needs to be updated, go to Reports > All Transactions. Once you've adjusted the date range, search for the desired transaction, scroll to the right, tap on the ... button under the Actions column and tap Edit. Make your edits and tap Update.

For information about how to request a refund for a donor please visit this page.

For information about Fees and Reconciliation, please visit this page.