Donation Form Transaction History

After you process donations, you can view the transaction history to review and manage gifts. From the transaction manager window, you can also resend a thank you email and restore a transaction that was incorrectly deleted.

  1. At the top of the dashboard, click View transaction history.

  2. At the top of the screen, enter search criteria and click Search. All gifts that match your criteria appear in the Transaction history grid with details about the donors and gifts.

  3. If you need to resend a thank you email to a donor, locate the donation in the grid and click Send thank you email again.

  4. If donations are incorrectly deleted from the transaction manager, you can locate the donations with a “Deleted” status and click Return gift to transaction manager.

  1. At the top of the dashboard, click View transaction history.

  2. If you need to resend a thank you email to a donor, locate the donation in the grid and click Send thank you email again.

  1. At the top of the dashboard, click View transaction history.

  2. Select Deleted from the Status list and click Search.

  3. Locate the donation in the grid click Return gift to transaction manager.