Transaction Management

Find, filter, and edit transactions.

Angelina Pavone avatar Iman Bahati avatar Adam Bansmer avatar
14 articles in this collection
Written by Angelina Pavone, Iman Bahati, and Adam Bansmer

The Tax Receipt Exclusion Merge Tag

How to use the tax receipt exclusion merge tag
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Print Transaction Receipts

How to print the transaction receipts. PDF receipts.
Angelina Pavone avatar
Written by Angelina Pavone
Updated this week

Access the Full Transaction Profile

How to access the Transaction profile. See all the information about a transaction.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Add an Offline Transaction

How to add an offline transaction. Add a check or cash transaction.
Adam Bansmer avatar
Written by Adam Bansmer
Updated over a week ago

Edit or Delete an Offline Transaction

How to edit or delete an offline transaction.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Refund a Transaction

How to refund a transaction.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Filter Transaction Reports

How to add filters to a transaction list. Create transaction reports. Transaction filtering. Find a transaction.
Adam Bansmer avatar
Written by Adam Bansmer
Updated over a week ago

Save a Transaction Report

How to save a dynamic transaction report. Saved transaction list. Saved Transaction List.
Adam Bansmer avatar
Written by Adam Bansmer
Updated over a week ago

Export a Transaction Report

How to export a list of transactions to a CSV file.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Transaction Tags

How to create and filter transaction tags
Iman Bahati avatar
Written by Iman Bahati
Updated over a week ago

Add Transaction Notes

How to add a note to a transaction
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Create and Manage Allocations

How to create, edit, and manage allocations. What are allocations?
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Offline Transaction Pledges

How to create and manage offline transaction pledges
Iman Bahati avatar
Written by Iman Bahati
Updated over a week ago

Use Mail Merge to Send Year End Donation Summary Letters

Do you have supporters who love 🐌 mail? Send letters instead!
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago