Understanding The Transaction Report Summary Page

Let's review the columns of the summary page in Transaction Report.

Transaction ID

As you review the summary list of your transactions, you will see a Transaction ID number. The Transaction ID number is preceded by two letters to indicate what type of fundraising template was used.

• GD: general donation
• EV: event
• ME: membership
• PY: payment for services

Click the Transaction ID number to open the transaction detail page. 

The transaction detail page contains everything the customer entered into the fundraising or payment form.

• Contact information
• Amount and recurring frequency
• Payment method
• Custom questions
• Options like gift dedication and employer match

Filtering by Form Name

If you have multiple fundraising forms, you may choose to see transactions from all forms or filter the search by a specific form. To view only transactions for a specific form, use the "My Forms" drop down list at the top of the custom search fields and select the form name.

A form nickname was assigned in the Form Builder at the time the form was created. That name is displayed in the Form Name column.

Method

The Method column displays the payment method used for the transaction.

• Card
• ACH
• Apple Pay (coming soon)
• Google pay (coming soon)
• PayPal (coming soon)

Amount

The Amount column displays the total amount charged for the transaction. This amount will include the "cover the fee" amount if the donor opted to cover the processing fee.

Recurs

A one-time donation or payment will have nothing in this column. If a donation or membership recurs, this column will be populated.

The initial recurring payment record will display the frequency.

• Active Monthly
• Active Quarterly
• Active Semi-annually
• Active Annually

If a recurring payment has been canceled, then the initial recurring payment record will display "Inactive".

After a recurring payment is created, each subsequent time the recurring payment is processed, the Recurs column will display "RM" (recurs monthly), "RQ" (recurs quarterly), "RS" (recurs semi-annually), or "RA" (recurs annually) to indicate that this transaction is for a recurring payment.

Status

The Status column indicates whether the transaction was successfully processed or the reason for failure. Transactions with a status of "Approved" are the only ones that have been successfully processed.

A transaction rejected by the card issuer will display a status of Declined. A transaction can be declined for many reasons. If a transaction is Declined, an information icon will appear next to the text. Hover over the information icon to see the declined reason.

Other status types that you might see in the Status column are:

• Credit ( a refunded transaction )
• Void ( a transaction that is reversed before it settles )
• Chargeback
• Returned Check

Processing refunds

From the transaction summary page, click the Refund link next to the Approved status.

On the next screen, enter the amount to be refunded and click the "Issue A Refund" button. Please let your donor or customer know to allow up to 10 business days to see the refund reflected in their statement. This timeline is determined by the individual bank.

Download or print transactions

At the top and bottom of the transaction summary page are buttons to print or to download transactions.

The Print button will print the transaction summary page.

The Download button will export the transaction details for the selected report into a spreadsheet format (CSV file). You can import the records into an in-house database or donor records system. All data collected on your forms can be included in the download.