You can create Transactions in Funraise. Transactions can either be a record of an offline payment or you can process a payment with a supporter's payment method. When creating a new Transaction, you have two options:
An "offline" transaction is a record of a payment. This is most often used to record a check, cash, or in-kind donations. When creating an offline transaction no payment is actually processed, this is just a record of the transaction.
You can also run a payment with a supporter's payment method. This option will charge a payment method and process a new transaction.
Create an offline transaction
1. From the sidemenu > access Transactions
2. Click New Transaction
3. Select Create offline transaction
4. Enter required transaction information > click Save
Required fields for an offline transaction include:
Payment method
Amount
Date
Supporter
Giving Form
Charge a payment method
1. From the sidemenu > access Transactions
2. Click New Transaction
3. Select Charge a payment method
4. Enter required transaction information > click Save
Required fields for charing a payment method:
Amount
Date (default to today)
Supporter
Supporter Payment Method
Giving Form
Additional details available when creating transactions
All transactions require:
Amount
Date
Supporter
Payment Method
Giving Form
After selecting a Giving 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.
Transactions can optional have or be connected with:
Notes
Transaction Tags
Anonymous
Commitment
Adding a Page Goal to a transaction will add the transaction to the appropriate Campaign Site fundraising page progress bars.
Offline transactions can have additional details recorded
Payment Method:
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
Check Number
Memo