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:
Check Number (optional)
Other Required Information
You can select an existing Supporter or create a new Supporter
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.
You can add more optional details to an offline transaction: