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
• Queries: 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
• Why and How to Use "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
• Opportunity - Moves Management: How to Link a Transaction to an Opportunity
• Contacts: Creating a Tribute through the Tribute Feature
• Contacts: Removing A Tribute from a Transaction
• How to Edit Batch Settings
• Creating Pledges
• Sustainer Records: How to Deactivate Sustainers in Mass
• Sustainers: How to Update A Sustainer's Payment Information
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Contacts: Reassigning a Contact
• Transactions: Sending Year End Statements Using the User Center
• Communication: How to Send Messages from Listing Screens
• Credit Card Automatic Updater: How to Configure the Card Updater and Overrides
• Accounting & Finance: Leveraging General Ledger Codes vs. Funds
• Transactions: How to Create a Reversal Transaction
• Paying Your Bill
• How to Send a Sustainer Reactivation Link from the Donations app
• Donations: How to Set-up & Enter Donations Via Batch Processing
• Creating Pledge Forms
• Events: Creating an Out of the Box Web Form
• Contacts: Comprehensive Guide for Usage and Management of Tributes
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration, and Reporting
• Refunds
• Issuing Credit
• Chargebacks
• Acknowledgments
• Adding "Double the Donation" to a Form
• Batch Audience Lookup