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

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