View Payment and Transaction Details

The Payments and Transactions area displays all donations disbursed to your organization electronically (ACH) or by check.

Note: Please allow three (3) to five (5) days for payments to appear in this area following acknowledgment from your bank regarding receipt of payment.

1. Navigate to the Giving > Payments and Transactions area.

2. On the Payments page, take any of the following actions.

   • Adjust the date range for payments you want to view.

   • Search by Payment ID to find specific payments.

   • Click on the Filter icon to filter the table by:

     • Check Reissue Status

     • Eligible for Reissue

     • Payment Amount

     • Received Amount

     • Status

     • Status Date

     • Type

Once refreshed, this table will display the following information about payments made to your organization.

• Payment ID - Identifier for the payment, such as the check number or electronic transfer ID.

• Company

• Payment Date - The date that the payment was sent from YourCause.

• Type - Types of payments include ACH, Check, Wire, or Other.

• Payment Status and Substatus

  Note: For more information about each status, see About Payment Statuses.

• Payment Amount - Total amount of transactions in the payment.

• Received Amount - The amount of the original donation minus any processing fees, if applicable.

• Eligible for Reissue

Tip: Click on the Download icon at the top of the Payments page to download all payment details as a CSV file.

You can view the transactions associated with each payment by selecting the arrow icon next to each payment.

This takes you to the Transactions page for the specific Payment ID. It gives you a limited view of the payment details, including:

• Donor - The individual or company who donated.

  Note: If an email address is available, it will be displayed here. If Anonymous is shown, it means that the individual or company who donated does not wish to share their contact information.

• Transaction Date - The date that the donation was made.

• Received Amount - The amount of the original donation minus any processing fees, if applicable.

• Transaction Amount - The amount of the original donation.

• Designation - Includes any donor-specified designation information.

  Note: If you process donations for other organizations, the name of any chapter, affiliate, or sponsored organization may appear here.

• Type - The type of donation made.

  Note: For more information, see the Glossary for Payment Types.

Tip: Click on the Download icon at the top of the Transaction page to download the full check information as a CSV file.

You can easily download transaction details directly from the Payments page.

• To download transactions for multiple payments - Click on the checkbox next to each Payment ID and then click on the Download all transactions option in the bulk action toolbar.

• To download transactions for a single payment - Click on the Download icon to the right of the payment.

  

Tip: Alternatively, you can download these details from the Transactions page by clicking on the Download icon above the table.

The information on the report is what the donor elected to share with you. If the address field is empty, this would mean that the donor elected not to share this with your organization.

Note: The information on the report is all that YourCause can provide.

No, you will not be able to get additional information on an Anonymous donor. 

Note: The information on the report is all that YourCause can provide.