Features in this article may not be included in every Funraise plan.
To Access a Transaction's Profile:
1. Click the green amount of any Transaction
You can also click Edit from the Transaction's action menu (3 dots).
From the GENERAL page on the Transaction profile you can access:
- Transaction Details
- Supporter
- Giving Form
- Household
- Allocation
- Soft Credit
- Page Goal
- Tags
- Note
- Answers to Questions asked on the Giving Form
From the Transaction DETAILS page you can view, but not edit:
- Transaction ID
- External ID
- External ID Source
- Amount
- Type (One Time, Offline, or Recurring)
- Operations Tip
- Source Amount (The amount in the donor's currency)
- Currency
- Date
- Tax Deductible Amount
- Platform Fee Amount
- Platform Fee Automatically Collected (Whether or not this fee was charged automatically. If
No, the fee will be added as a charge on your monthly invoice). - URL
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Status
- Gateway Response
- Method
- Company Match Suggested
- Dedicated To
- Dedicated Type
- Dedication Message
- Donation Comment
- In-Kind Description