Find a Transaction

You will be able to locate and process Refunds and perform other editing functions for constituents who have been removed from active status, as well as, for those constituents who are currently active. The search will return a list that contains no more than 500 constituents and organizations.

Find a Transaction

  1. Go to Fundraising > Transactions.

  1. Enter information in at least one search field. Acceptable entries for each field are given below:

    • Find transactions made by this donor:

      • First Name - enter the first letter of the first name of the donor and as many consecutive letters as you have available

      • Last Name - enter the first letter of the last name of the donor and as many consecutive letters as you have available

      • Email - enter the first letter of the email address of the donor and as many consecutive letters and symbols as you have available

      • Constituent ID - enter the id number of the donor

      • Organization Name - enter the name of the organization that gave the gift

    • Find gifts made on behalf of someone (for example, in TeamRaiser or Personal Fundraising):

      Note: For TeamRaiser, this field locates gifts to a participant, but not the participant registration itself.

      • First Name - enter the first letter of the first name of the TeamRaiser Participant or Tribute Honoree and as many consecutive letters as you have available.

      • Last Name - enter the first letter of the last name of the TeamRaiser Participant or Tribute Honoree and as many consecutive letters as you have.

      • Constituent ID - enter the id number of the donor

    • Find transactions:

      • Confirmation Code - enter the exact confirmation code of the gift

      • Transaction ID - enter the exact transaction id of the gift

      • Amount Between - enter the value of the transaction expressed as currency

        Note: All of the following would be acceptable entries: $50.94, 50.94, 50, 50.9494. You can enter a range for the amount or enter only one value. If you enter a value only in the left field, the system searches for transactions equal to or greater than the entered value. If you enter a value only in the right-hand field, the system looks for transactions that are equal to or less than the entered value

      • Date Range - choose a selection from the drop-down menu

        Note: Date fields can be used with other search criteria, but you can't search for transactions by date alone.

  2. After entering your criteria, click Search.

    A list of transactions displays. Gifts from an individual display in the Constituent Gifts tab and gifts from an organization display in the Organization Gifts tab.

Note: The ability to provide receipts is controlled by a site setup parameter that is turned off by default. Contact Blackbaud to enable this feature.