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:
Answers to Questions asked on the Giving Form
From the Transaction DETAILS page you can view, but not edit:
External ID Source
Type (One Time, Offline, or Recurring)
Source Amount (The amount in the donor's currency)
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).
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