The Donations area is the record of every online and offline gift. Each donation links to the donor, the campaign, and the allocated fund, so you can trace any gift end to end here.
Before you start
You need the Donations permission. Go to Reporting → Donations to check your access.
Find a donation
Go to Reporting → Donations.
Search, filter, or sort the list to find a specific gift.
Open a donation to see its full details.
If you have no donations yet, the page shows No donation record found.
What a donation record holds
The donation detail screen organizes information into specific sections.
Group | What it holds |
Donations | The reference number, date, and status. Lists the donor, campaign, and the attributed fundraiser or team. Also shows the fund allocation, sub-category, price point, and giving category. |
Payment and Fees | The payment total, the platform tip, and the admin fee. |
Gift Aid | The Gift Aid status and claim details. |
Recurring Plan | The recurring plan details, including the ID, status, total, tip, installment, and dates. |
Personal Information | The donor name, email, phone number, mailing list preference, and address. |
Message of Support | Any custom message from the donor. |
Transactions | The payment processing records. |
Notes | A space for internal comments. |
UTM Parameters | Tracking data for the donation source. |
Tags | Any assigned categorization tags. |
Extras (Logs & Events, Sync) | Extra messages in logs and events, including invoice payment details and sync information. |
Donation statuses
Donations move through different statuses as the system processes the payment. The dashboard tracks the exact state of every transaction.
Completed: The system processed the payment successfully.
Pending: The system awaits payment confirmation.
Failed: The payment processor declined the transaction.
Refunded: The platform returned the full payment to the donor.
Partial Refund: The platform returned a portion of the payment to the donor.
Download receipt
You can download a receipt directly from the donation record. Click the Download Receipt button on the top right side of the screen.
Refunds
You process refunds directly from the donation record. Click the Refund Donation button on the right side of the screen. The system records the refund amount and reason. Refunds track separately from the original gift to keep your reporting accurate.
Good to know
You report on Zakat donations separately from general giving.
The system records fees per donation, including the platform fee and the payment gateway fee.
The system keeps attribution data. If a gift comes through a fundraiser or team, the donation record stores the link.