Pledge and Payment Processing

This section covers the full transaction lifecycle — from how transactions are created and typed, through pledge and payment management, recurring donation handling, and document generation.

In This Section

• Transactions — types, status, manual entry
• Pledges and Payments — pledge management, applying payments, voids, refunds
• Transaction Actions — sidebar actions and transaction tabs
• Order Items — line items within a transaction
• Recurring Donation Management — managing schedules, updates, cancellations
• Voids and Refunds — reversing transactions
• Payment Methods — configuring payment processors
• Document Generation — generating PDFs from transactions
• Customization — custom fields on transactions and order items
• Scripting — event handlers and scheduled scripts