Transactions

Find, filter, and edit transactions.

Tony Sasso avatar Angelina Pavone avatar Iman Bahati avatar +1
23 articles in this collection
Written by Tony Sasso, Angelina Pavone, Iman Bahati and 1 other
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.
Iman Bahati avatar
Written by Iman Bahati
Updated over a week ago

Transaction Tags

How to create and filter transaction tags
Iman Bahati avatar
Written by Iman Bahati
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.
Iman Bahati avatar
Written by Iman Bahati
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