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Add an Offline Transaction

How to add an offline transaction. Add a check or cash donation.

Blake Goldstein avatar
Written by Blake Goldstein
Updated over a week ago

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:

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