General Tab

The General tab is where basic information can be plugged in when searching for a specific transaction or set of transactions: the name of a contact (CharityEngine® will make suggestions based on existing contacts), the company name associated with the transaction, the date a transaction was made, etc.

Payment Tab

The payment tab is where information specific to the payment can be searched. The most useful search field in this tab is the Credit Card field, where the last four digits of a credit card can be searched.

Payment Tab Sidebar

The sidebar in the payment tab is useful for narrowing a search down without typing in any specific information.

• Sustainers – Search & Manage
• Managing Existing Sustainers
• Sustainers Save Drop Down Bar
• Creating New Sustainers
• Creating a Donation Form and Post Transaction: What’s Out of the Box?
• Pro Tips For Creating Forms
• Overview: Acknowledgements
• Sending Individual and Sending Multiple Acknowledgements
• Setting Filters for Acknowledgments
• Soft Credits
• What Can I Do with a Query: Donations Within X Days
• Assigning Payment to an Account
• Creating Payments
• Associating transactions to Campaigns, Opportunities, Accounts, and Events
• Managing Transactions
• Mobile Pay App
• "Donor Covers Processing Fee" as a Fundraising Tool for Online Donation Forms
• Donations
• How To Process Bulk Refunds
• Web Forms- Out-of-the-Box Donation Block
• Assigning Multiple Payments to a Single Registration
• How to Evaluate Fraudulent Transactions
• How to Link a Transaction to an Opportunity
• Creating a Tribute
• Removing Tribute from a Transaction
• How to Edit Batch Settings
• Creating Pledges
• How to Deactivate Sustainers in Mass
• Updating Sustainer Credit Card Payment Information
• Updating Contact Records Through Transaction Screen
• Reassigning a Contact
• Sending Year End Statements Using the User Center
• How to Set tribute Goals and Create a Tribute Donation Form
• How to Acknowledge Tributes Manually
• PayPal Incomplete Transactions
• How to Refund a Check
• Leveraging Internal (Carbon Copy) for notification of donations
• Batch Set-up & Processing
• Paying Your Bill
• How to Send a Sustainer Reactivation Link from the Donations app
• Batch Entry Process
• Event Form Wizard
• Refunds
• Issuing Credit
• Chargebacks
• Acknowledgments
• Adding "Double the Donation" to a Form
• Batch Audience Lookup