Transaction Management

Find, filter, and edit transactions.

Angelina Pavone avatar Adam Bansmer avatar Katie Meringolo avatar +2
12 articles in this collection
Written by Angelina Pavone, Adam Bansmer, and Katie Meringolo and 2 others

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.
Katie Meringolo avatar
Written by Katie Meringolo
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.
Elisha Avne avatar
Written by Elisha Avne
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?
Katie Meringolo avatar
Written by Katie Meringolo
Updated over a week ago

Transaction Pledges

How to create and manage 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!
Katie Meringolo avatar
Written by Katie Meringolo
Updated over a week ago