Funraise

Blake Goldstein

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

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