Funraise

Tony Sasso

Transactions

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

Add an Offline Transaction

How to edit or delete an offline transaction.

Edit or Delete an Offline Transaction

How to add an in-kind donation and track in-kind gifts

In-Kind Donations

How to create and manage offline transaction pledges

Offline Transaction Pledges

Offline Donations

How to access the Transaction profile. See all the information about a transaction.

Access the Full Transaction Profile

How to print a transaction receipt. PDF donation receipts.

Print donation receipts

Refund a Transaction

How to create, edit, and manage allocations. What are allocations?

Create and Manage Allocations

Add Transaction Notes

Add a Transaction to a Campaign Site progress bar.

Page Goal — Add a Transaction to a Campaign Site Progress Bar

How to create and filter transaction tags

Transaction Tags

Identify Transactions that are not tax deductible and exclude transactions from Yearly Donation Summaries.

Not Tax Deductible Merge Tag

How to resend a transaction receipt to a supporter.

Resend a Transaction Receipt

Edit dedication details when creating or editing a Transaction

Edit dedication details

Manage Transaction Details

How to add filters to a transaction list. Create transaction reports. Transaction filtering. Find a transaction.

Filter a Transaction List

How to save a dynamic transaction report. Saved transaction list. Saved Transaction List.

Save a Transaction List

How to export a list of transactions to a CSV file

Export a Transaction List

Transaction Lists

Learn the basics of UTM parameters and best practices when using them.

What are UTM Parameters?

Learn how to view UTM data for Transactions

Tracking UTM values in Funraise

UTM Parameters

What is Donors Cover Fees and how does it work?

Donors Cover Fees

Learn more about configuring custom donor fee coverage

Donors Cover Fees (Custom)

This article is for donors. What are transaction fees? What happens when I cover fees?

What are donation fees? (For donors)

Transaction Fees

University

Developers

Community

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.