You can create Transaction records inside the platform. We call this an "offline" transaction because it is not conducted online. Examples of offline transactions include checks, cash, or in-kind donations.
Add an offline transaction
1. From the side menu > access Transactions
2. Click New Transaction
3. Enter the required information > click Save
When adding an offline transaction, you'll configure the following details:
Transaction Details
Payment Method. Options include:
ACH
Apple Pay
Bank Transfer
Crypto
Business Check
Cash
Credit Card
Debit Card
Gift Card
Mobile Payments
Money Order
Other
PayPal
Personal Check
Physical Check
Stock
Wire Transfer
Amount
Date
Check Number (optional)
Memo (optional)
Note (optional)
Tags (optional)
Pledge (optional)
Anonymous (optional)
Other Required Information
Supporter
You can select an existing Supporter or create a new Supporter
Giving Form
Even though this transaction did not occur through a Giving Form, it's a good idea to assign it to a form. This is helpful for overall campaign tracking.
After selecting a form, you'll see an option to send a transaction receipt email to the Supporter. This email template is based on the Giving Form you've selected.
Optional Infomation
You can add more optional details to an offline transaction:
Adding a Page Goal to a transaction will add the transaction to the appropriate Campaign Site fundraising page progress bars.