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Transactions
Find, filter, and edit transactions.
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23 articles in this collection
Written by
Tony Sasso,
Angelina Pavone,
Iman Bahati
and 1 other
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
Iman Bahati
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
Iman Bahati
Updated over a week ago
Transaction Tags
How to create and filter transaction tags
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.
Written by
Angelina Pavone
Updated over a week ago
Resend a Transaction Receipt
How to resend a transaction receipt to a supporter.
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.
Written by
Angelina Pavone
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
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