Transactions
17 articles
- What is a batch?Describes what a batch is and when one is created.
- When are deposits made?Describes how long after a payment is processed before the deposit is expected.
- How do I create a batch?Describes how to create a new batch.
- How do I add contributions?Describes how to add or import transactions/contributions.
- How do I enter an in-kind contribution?Describes the process of adding a non-monetary donation into Contributions
- How do I delete a batch?Describes how to delete a batch or batches.
- How do I close/post a contribution batch?Describes how to close a transaction/contribution batch and optionally post it to accounting.
- How do I find and reopen a closed batch?Describes how to access and reopen a closed batch.
- What are unmatched contributions?Describes what unmatched contributions are, how they occur, and how to handle them.
- How can I download a PDF of a batch?Describes how to download a PDF of the transactions on a contribution batch.
- How do I refund a donation?Describes how to refund a donor's online transaction (donation).
- How do I handle chargebacks?How to record a chargeback for a donation.
- How do I handle a returned check?Describes how to account for a returned check.
- What is an ACH Return?Describes when an ACH Return may occur and what each code means.
- How do I move transactions between batches?Describes how to move transactions found within a batch.
- What happens when a transaction is returned?Describes how to handle returned transactions.
- How does the giving portal match profiles for individual and recurring donations?