Transactions
On the Transactions page, we can see a list of all the donations, that have been made to our organisation.
We’re able to filter the list, using the different options, at the top of the Transactions list. If we want to find donations from a certain person, we can enter their name, or Giving ID. We can find all transactions between certain dates, using the Date From, and Date To fields. If we want to see all the donations to a specific Legal Entity, we can select from the Legal Entity drop down, or all donations to a certain Campaign, using the Campaigns drop down.
Clicking the Settings button, will allow us to choose which information will be included in the Transaction list, by switching the various toggles on, or off. This will affect what is shown on screen, and also what is included in any downloads of the Transaction list. We can download the Transaction list, by clicking the Download button. We can choose to download the list to a PDF, or a CSV file.
Edit Transactions
Any of the transactions can be edited, by clicking the orange pencil icon, to the right of the transaction. When editing a transaction, we can change the Campaign the transaction is assigned to, add Notes, and change the, Is Giftaidable? toggle.
We are not able to change the Is Giftaidable? toggle, for a transaction where the Gift Aid is showing as Pending Claim. If we change the toggle for a transaction that has a yellow tick, the transaction will not be added to any Gift Aid claims. If the toggle is changed for a transaction where the Gift Aid has already been claimed, an adjustment will be added to our next claim, for the amount that was incorrectly claimed.
Add Transactions
We are also able to add new donations, on the Transactions page, using the Record Donation, or Process Donation buttons.
The Record Donation button, is used for donations made by cash or cheque, for example, where we will have to deposit the funds to our bank account. To add a donation this way, we will need to enter the name, or Giving ID, of the Donor, in the search box, and click their name, in the list that appears. We’ll then need to add the amount donated, the Source, which Campaign this should be applied to, whether Gift Aid should be claimed on it, and any Notes we want to add. We can then click the Save button, and the donation will be added to the system.
The Process Donation, is used for donations made by credit or debit cards, or by direct payment to your account.
Once we’ve clicked Process Donation, we will need to add the amount the Donor wants to give. Then we will need to select a Campaign, for the donation to be applied to, and then select the Payment Method. We’ll then need to enter the amount that is being donated, and choose whether the transaction fees will be covered by the Donor, or if they will be deducted from the donation amount.
We can then choose whether this will be a Recurring Donation. If we choose to make it a Recurring Donation, we will be able to decide how often it will recur, when the donations will begin, and we have the option to decide when they will end. If no end date is specified, donations will continue to be taken, until the Recurring Donation is cancelled.
Automatic Donation Increase
Next, we are able to choose to increase the donation amount, automatically. We can choose to increase the donation amount by a Fixed Amount, or by a Percentage, and we can choose how often we want the donation to be increased.
We’ll then need to add a Giving ID, if we have one, and the donor’s name and address details. We can then choose whether the donation is Giftaidable, and add any Notes. Once this is completed, we need to click Continue, at the bottom of the form.
If we have chosen a Debit or Credit card donation, we will need to enter the address that the card is registered to. If this is the same as the Donor’s address, we can click the Copy Donor Address link. We will also need to enter the name that is displayed on the card, an email address, and the card details. Once these details have been entered, we can click the Submit button, and the donation will be processed. While the donation is being processed, we will be able to see it in the Processing Transactions tab. Once processing is complete, it will be moved to the Transactions, or Failed Transactions, tab.
If we have chosen the Direct Debit option, we will need to complete the details of the donor, and the amount being donated, as with Card donations, and then click Continue. We will then need to add a Billing Address. If this is the same as the Donor’s address, we can click the Copy Donor Address link. Then we will need to add the Donor’s bank details, and finally tick the box, to confirm we understand the terms. We can then click the Submit button, to set up the payment.