In the CharityEngine® Donations App, find everything related to transactions and donating. This is the space for monetary tracking, including creation of new payments, new pledges, new sustainers, and new batches under Quick Actions. Search and update existing transactions, enter new donation batches, and acknowledge your donors’ gifts.

• Sustainers: How to Create and Manage Recurring Donors
• Web Forms: Creating a Donation Form (or other Web Form) - What’s Standard/Out of the Box?
• Pro Tips For Creating Forms
• Overview: Acknowledgements
• Transactions: Sending Individual/Multiple Acknowledgements or Receipts
• Donations: How to Manually Create Soft Credits
• Queries: What Can I Do with a Query: Donations Within X Days
• Donations: Assigning a Transaction to A Sustainer, Membership, or Pledge Account
• Data Entry: How to Input Individual Payments
• Donations: How to Manage a Transaction
• Mobile Pay App
• Why and How to Use "Donor Covers Processing Fee" as a Fundraising Tool for Online Donation Forms
• Web Forms: How to Manage Out of the Box Payment Block
• Donations: How To Process Bulk Refunds
• Web Forms: How to Manage Out-of-the-Box Donation Block
• Event Registration: Assigning Multiple Payments to a Single Registration
• Transactions: Fraudulent Transactions, Proactive Fraud Management, & Managing Fraud Events
• 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
• Pledge: How to Create and Manage Pledges - A Comprehensive Guide
• Sustainer Records: How to Deactivate Sustainers in Mass
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Contacts: Reassigning a Contact
• Transactions: Preparing & Sending Year End Statements
• Communication: How to Send Messages from Listing Screens
• Data Importing: How to Import Transactions
• Accounting & Finance: Leveraging General Ledger Codes vs. Funds
• Credit Card Automatic Updater: How to Configure the Card Updater and Overrides
• Paying Your Bill
• Data Import: How to Import Soft Credits
• Donations-Batch Entry: How to Set-up & Enter Donations Via Batch Processing
• Accounting: Accounting and Financial Reconciliation
• Events: Creating a Standard Out of the Box Web Form
• Pledges: Creating Pledge Web Forms
• Contacts: Comprehensive Guide for Usage and Management of Tributes
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration, and Reporting
• Online - Web Forms: Wallet Payment Options (Apple Pay and Google Pay)
• Automation & Workflow: An Overview of Triggers & Use Case - Examples
• Refunds
• Queries: What Can I Do with Queries - Creating A Transaction List - People, Households, Organization
• In-Kind Gifts: How to Create and Manage In-Kind Gifts - A Comprehensive Guide
• Transactions: Matching Gifts for Employee Giving
• Donations: Issuing Credit, Reversals, and Outgoing Payments
• Transactions : Chargebacks
• Acknowledgments
• Adding "Double the Donation" to a Form
• Donations: Batch Audience Lookup