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Managing Donation Records

View and manage individual donation records all in one place.

In iDonate, you can access and manage individual donation records directly from the donation details page. This article explains how to locate a donation and perform common actions, including resending receipts, issuing refunds, canceling transactions, and updating donation details.

Managing a Donation

  1. Navigate to Reporting > Donations.
  2. Locate the donation and click its corresponding table row.

  3. From the donation details page, you can perform the following actions.

    1. Resend Receipt: Resends the donation receipt email to the donor.
    2. Send Refund: Issues a refund for the donation. Once processed, the donation status is updated and the donor receives a refund confirmation email.
    3. Cancel Transaction: Cancels the donation transaction and stops any future processing. Note: Canceling a transaction does not automatically issue a refund. Use the Send Refund action to return funds to the donor.
    4. Update Details: Allows you to edit the following:
      1. Making a donation anonymous
      2. Adding or updating a company name
      3. Add a custom note
    1. Update Transaction: Allows you to update the donation's associated campaign and/or designation (the fund or program the donation is directed toward).