Need to view or update the information for an individual transaction? You've come to the right place. Check out the steps below!
If you wish to view or edit a scheduled recurring series head on over here.
View Individual Transaction Details
To navigate to an individual transaction's details page, you will want to head to the Contact's Profile who has the transaction you would like to edit > click on the 'Fundraising' Tab > choose 'Transactions' from the drop-down > then click on the individual transaction that you want to edit.
Tip: You can also locate and click on individual transactions from the Fundraising Tool.
Once you click on the individual transaction the details page will open and have several fields which are discussed below:
|Total Amount||The total amount of the donation or revenue.|
|Received Date||The date the transaction was received.|
|Type||Whether the transaction is a Donation or Revenue. You can find more information on the types in Donations vs Revenues.|
|Receipt PDF and Serial #||These fields will show only if you generated a receipt.|
This status is related to whether or not the transaction has been receipted. The following statuses are:
|Transaction ID||The unique Keela transaction ID for Keela's internal record keeping - this can not be changed.|
|Gift Type||The type of gift (In-kind, Money, etc).|
|Frequency||Whether it's a One-time or Recurring transaction.|
|Payment Method||The payment method used (Online, EFT Bank Transfer, Online via Stripe, etc).|
|Pledge||If this transaction was made towards a Pledge|
|Impact Area||The Impact Area the transaction is linked to.|
|Campaign||The Campaign the transaction is linked to.|
|Soft Credit||The Contact who is a Soft Credit for this transaction.|
|Form||The name of the Form the transaction was submitted through.|
|Source||The Source of the donation.|
|Keywords||Any Keywords that you have added to the transaction.|
|Dedication||If the transaction was made in dedication to someone.|
|Notes||Any additional Notes about the Transaction.|
Edit an Individual Transaction
If you want to edit the field listed above, you will want to select the purple 'Edit' button in the top right-hand corner of the transaction details page. You will see two tabs in the pop-up window with the different fields that you can edit.
Bulk Editing Payment Associations
To bulk edit the payment associations for multiple transactions, you'll want to first go to your Fundraising Tab and then go to your Transactions:
After you select them, you can click on Actions and click on Edit Associations:
Here is a video showing you how to do it as well: