Transactions

Find, filter, and edit transactions.

Tony Sasso avatar Angelina Pavone avatar Blake Goldstein avatar
23 articles in this collection
Written by Tony Sasso, Angelina Pavone, and Blake Goldstein
Manage Transaction Details

Access the Full Transaction Profile

How to access the Transaction profile. See all the information about a transaction.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Print donation receipts

How to print a transaction receipt. PDF donation receipts.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Refund a Transaction

How to refund a transaction
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Create and Manage Allocations

How to create, edit, and manage allocations. What are allocations?
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Add Transaction Notes

How to add a note to a transaction
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Add a Transaction to a Campaign Site Page Goal

What is a Page Goal? How to add any transaction to the goal of a campaign site page.
Blake Goldstein avatar
Written by Blake Goldstein
Updated over a week ago

Transaction Tags

How to create and filter transaction tags
Blake Goldstein avatar
Written by Blake Goldstein
Updated over a week ago

Not Tax Deductible Merge Tag

Identify Transactions that are not tax deductible and exclude transactions from Yearly Donation Summaries.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Resend a Transaction Receipt

How to resend a transaction receipt to a supporter.
Blake Goldstein avatar
Written by Blake Goldstein
Updated over a week ago

Use Mail Merge to Send Year End Donation Summary Letters

How to print a Yearly Donation Summary.
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Edit dedication details

Edit dedication details when creating or editing a Transaction
Tony Sasso avatar
Written by Tony Sasso
Updated over a week ago