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How to separate transactions from different channels? (e.g. One-off donations from Scheduled Payments)

The fortnightly Payment Summary and full Transaction/Donor report have a column 'Transaction Source' which can be used as an indication of where a transaction has come from.

Expected values are:

  • Generic Donation – a one-off donations through standard direct donation forms i.e. to fundraising page, event page, beneficiary
  • Scheduled Payment – a payment that is part of a regular giving sequence (it will not indicate frequency)
  • Registration – a transaction that has come through a Custom Form e.g. Registration Form (further filtering can be done using ‘Field Description’ column AK)
  • API – Good2Give amount
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