Donations displays gift details. Payments shows the transaction records, including the processor handling the funds, fee breakdowns, gateway logs, and refund records.
Before you start
You need the Payments permission. Go to Reporting → Payments to check your access.
Find a payment
Go to Reporting → Payments.
Review the status cards at the top of the page. They cover All transactions, Completed, Pending, Failed, Refunded, and Abandoned.
Use the search bar to locate records by ID, email address, or name.
Select a date range to filter the list.
Click a row to open the complete payment record.
Edit payment details
You can modify specific details directly on the payment record. Click Edit on the respective card to make changes. These changes apply only to the specific payment, and don't affect the main donor account profile or past transactions.
Donation. Update the Donation Type, Price Point, and Fundraiser Attribution.
Gift Aid. Update the Gift Aid status and Legal text.
Personal Information. Update the Title, First Name, Last Name, On behalf of designation, Anonymous Donation status, Email, Phone Number, Employer, Mailing list preference, and full address.
Message of Support. Update the donor comment.
Payment record details
Each payment record includes the following sections.
Download Receipt. Get a copy of the transaction receipt.
Refund Donation. Initiate a return of funds to the supporter.
Donations. Donor details, campaign URLs, donation type, date, and frequency.
Payment & Fees. Total amounts, platform tips, and admin fees.
Custom Dropdown. Any custom selections made by the donor during checkout.
Gift Aid. Gift Aid eligibility and declarations.
Recurring Plan. Schedule intervals, installment counts, and upcoming payment dates.
Personal Information. The supporter name, email, phone number, and mailing address.
Message of Support. Any custom message left by the donor.
Transaction. The payment processing records.
Notes. Internal comments about the payment.
UTM Parameters. Tracking data for the donation source.
Tags. Assigned categorization tags.
Data synchronization
Sync forces a manual data update between Amanahfy and your payment processor. You'll find the Sync section at the bottom of the payment record. Click the Sync button to fetch the latest transaction status directly from the gateway. Use this when a payment status fails to update automatically and you need to resolve the discrepancy.
Request missing information
Use the Missing Information tool to collect incomplete donor details in bulk.
Click the Missing information button on the Payments list.
Click + Add New to create a request.
Select your date range in the Configure step.
Choose the required data fields. Options include Address, Stipulation, Gift Aid, Message of Support, Phone Number, or Marketing Opt In.
Enter an explanation description.
Review the recipient list in the Verify step.
Click Send Request to email the donors.
Fees and refunds
Every transaction tracks two fees, the payment gateway fee and the platform fee.
Process refunds directly inside the payment detail screen. The system logs the refund against the original transaction while keeping historical records intact.
Good to know
The system logs the specific payment processor used for every gift.
Recurring installments create individual payment records upon successful processing.
The Logs and Events section provides raw webhook data to assist technical troubleshooting.