Transactions

Every interaction that creates a financial record in DonorPoint is a Transaction. Transactions are created automatically when a donor submits a form, when a recurring payment is processed, or when staff enter a transaction manually in the admin application.

Transaction Types

Type Description
Received Payment collected when the form was submitted
Pledge Commitment to give with payment parameters stored for future collection
Payment A payment made against an existing Pledge
Invoice A pledge for future payment without specific payment parameters
Refund A credit issued against a prior transaction
Void Cancellation of an authorized but unsettled transaction
Authorization A zero-dollar card authorization to validate payment details
Declined A declined credit card or bank debit attempt
Chargeback A consumer dispute of a prior transaction
Memo A data record only — no financial impact
Deposit A bank deposit record
Payout A disbursement to an agency

Transaction Status

  • Active — a live transaction counted in all reports and dashboards
  • Test — a test transaction visible in the admin but excluded from reports
  • Deleted — removed from the default view and excluded from all reports; the record is preserved for the audit trail

Manual Entry

Staff can enter transactions manually without a donor going through an online form. From the Transactions list view, click Create, or use the Add Transaction link in a Contact’s right-hand sidebar.

Required fields for manual entry: Contact, Form, Amount, Payment Method, and Date.

Refunds, voids, and payments reference the original transaction they relate to. The transaction edit view shows the related transaction with a link for easy navigation.

See Pledges and Payments for how pledges are collected and payments are applied.