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Transactions
Find, filter, and edit transactions.
23 articles in this collection
Written by
Tony Sasso,
Angelina Pavone,
and
Blake Goldstein
Offline Donations
Add an Offline Transaction
How to add an offline transaction. Add a check or cash donation.
Written by
Blake Goldstein
Updated over a week ago
Edit or Delete an Offline Transaction
How to edit or delete an offline transaction.
Written by
Angelina Pavone
Updated over a week ago
In-Kind Donations
How to add an in-kind donation and track in-kind gifts
Written by
Angelina Pavone
Updated over a week ago
Offline Transaction Pledges
How to create and manage offline transaction pledges
Written by
Blake Goldstein
Updated over a week ago
Manage Transaction Details
Access the Full Transaction Profile
How to access the Transaction profile. See all the information about a transaction.
Written by
Angelina Pavone
Updated over a week ago
Print donation receipts
How to print a transaction receipt. PDF donation receipts.
Written by
Angelina Pavone
Updated over a week ago
Refund a Transaction
How to refund a transaction
Written by
Angelina Pavone
Updated over a week ago
Create and Manage Allocations
How to create, edit, and manage allocations. What are allocations?
Written by
Angelina Pavone
Updated over a week ago
Add Transaction Notes
How to add a note to a transaction
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.
Written by
Blake Goldstein
Updated over a week ago
Transaction Tags
How to create and filter transaction tags
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.
Written by
Angelina Pavone
Updated over a week ago
Resend a Transaction Receipt
How to resend a transaction receipt to a supporter.
Written by
Blake Goldstein
Updated over a week ago
Edit dedication details
Edit dedication details when creating or editing a Transaction
Written by
Tony Sasso
Updated over a week ago
Transaction Lists
Filter a Transaction List
How to add filters to a transaction list. Create transaction reports. Transaction filtering. Find a transaction.
Written by
Blake Goldstein
Updated over a week ago
Save a Transaction List
How to save a dynamic transaction report. Saved transaction list. Saved Transaction List.
Written by
Blake Goldstein
Updated over a week ago
Export a Transaction List
How to export a list of transactions to a CSV file.
Written by
Angelina Pavone
Updated over a week ago
UTM Parameters
What are UTM Parameters?
Learn the basics of UTM parameters and best practices when using them.
Written by
Tony Sasso
Updated over a week ago
Tracking UTM values in Funraise
Learn how to view UTM data for Transactions
Written by
Tony Sasso
Updated over a week ago
Transaction Fees
Donors Cover Fees
What is Donors Cover Fees and how does it work?
Written by
Tony Sasso
Updated over a week ago
Donors Cover Fees V2 — Fee slider
Donors Cover Fees V2 provides an improved platform fee model with a fee slider
Written by
Tony Sasso
Updated this week
Understanding Funraise's Platform Fee
Learn how fees are applied and charged for online payments
Written by
Tony Sasso
Updated over a week ago
What are donation fees? (For donors)
This article is for donors. What are transaction fees? What happens when I cover fees?
Written by
Tony Sasso
Updated over a week ago