Transactions

Add an Offline Transaction

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

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

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

Filter Transaction Reports

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 Report

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 Report

How to export a list of transactions to a CSV file.

Written by Angelina Pavone
Updated over a week ago

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