In this article, we'll be taking a look at the general structure of the Fundraising tab.

How to Navigate the Fundraising Tab

The Fundraising tab is available for those Forms which receive payments - Donation Forms and Revenue Forms. There are two options that you can choose from when you click on the Fundraising Tab:

Transactions

Here you will see the details of any single payments that have been made through your form. These are once-off donations or revenue payments that have been charged to a contact's credit card or PayPal account.

There are a couple of different pieces of information or actions that you can perform on the Transactions page:

(1) Contact Column

Here you will find the names of the individuals or organizations who have submitted payments through your form. You can click on the names of these Contacts to navigate to the Fundraising tab of their own profiles.

(2) Date Received Column

The date that the payment was processed through the form. Click on the arrows beside the column heading to sort the payments from newest to oldest (or vice versa).

(3) Total Amount Column

The total amount of funds that were received for each transaction. Click on the arrows beside the column heading to sort the payments from smallest to largest (or vice versa).

Note: Keela does not charge any extra transactional fees for payments that are processed through our forms - Hooray!

(4) Page Count

Here you'll see the total number of single payments that you've received. The system displays 20 responses at a time and you can flick between pages by using the arrow buttons.

(5) Search Bar

Looking for a specific transaction? Don't see this transaction at the top of your list? Enter the first name (or more) of the Contact in the search bar to narrow down the list.

(6) Receipt Column

When once-off transactions are submitted through a Keela Form, the payee will always receive a receipt. The type of receipt will depend on what kind of form the Contact is submitting their payment through - official donation receipts will be sent for Donation Forms and transaction receipts will be provided for Revenue Forms.

(7) Filters

Have a lot of transactions? Only want to see a certain type of transaction? Use the Filter tool to narrow down your list!

Scheduled Recurring

Here you will see the details of any recurring payments that have been made through your form. These are ongoing donations or revenue payments that have been charged to a contact's credit card or PayPal account.

There are a couple of different pieces of information or actions that you can perform on the Scheduled Recurring page:

(1) Contact Column

Here you will find the names of the individuals or organizations who have submitted recurring payments through your form. You can click on the names of these Contacts to navigate to the Fundraising tab of their own profiles.

(2) Status Column

Here you can view the status of the recurring payment. When a payment is first made, it will default to the Active status but will continue to remain updated if any changes are made in the future.

(3) Total Amount Column

The net amount of funds that were received after any fees (from Stripe or PayPal) had been taken out of the payment (and will continue to be charged on all future payments(. Click on the arrows beside the column heading to sort the payments from smallest to largest (or vice versa).

Note: Keela does not charge any extra transactional fees for payments that are processed through our forms - Hooray!

(4) Page Count

Here you'll see the total number of recurring payments that you've received through this form. The system displays 20 recurring payments at a time and you can flick between pages by using the arrow buttons.

(5) Search Bar

Looking for a specific recurring transaction? Don't see this recurring transaction at the top of your list? Enter the first name (or more) of the Contact in the search bar to narrow down the list.

(6) Billing Cycle Column

This is the frequency that the recurring transaction will be processed in the future. 

Note: The frequency will always be Monthly for recurring payments made through Keela Forms.

(7) Filters

Have a lot of recurring transactions? Only want to see a certain type of recurring transaction? Use the Filter tool to narrow down your list!