How can I add offline transactions? How do they work?

Offline transactions are check or cash payments added to your account to keep track of donations you receive offline. You can process offline transactions and credit them to a specific campaign, team, and team member right from the Transactions tab in your Dashboard.

Please note that this feature is only available to Admins and Editors, learn more.

Here's a step-by-step walkthrough on how to add offline transactions and how it all works:

  • Go to your Dashboard and click on the Transactions tab in the sidebar on the left.

  • Click on the blue [New] button in the top right of your dashboard and choose a campaign from the drop-down.

  • Depending on the campaign type, you may have the option to credit specific teams and team members with transactions. If you're selling tickets, you can buy/issue those from here as well.If you want, you have the option of customizing the donation by adding messages, GIFs, drawings, or photos to make the transaction look great in the Supporter Feed.

  • On the checkout slide, select "Mail a check" or "Pay with Cash" as the payment method to record an offline transaction and optionally send donors an email receipt with your custom thank you message.

Note: Transaction fees will only apply if you choose an online payment method — choosing Cash or Check will remove any fees and you won't need to enter any payment information.

Offline transactions will appear in your Transactions tab, just like any other transaction, with "Check" or "Cash" shown as the payment method. They will also add to your Campaign's goal, and credit team members if you chose to do so.


How can I delete offline transactions?

You can delete offline transactions from the Transactions tab in your dashboard as well.

Here's a step-by-step walkthrough of how to delete offline transactions:

  • Go to your Dashboard and click on the Transactions tab in the sidebar on the left.

  • Search for, and select the offline donation that you want to delete

  • Click the blue [...] below to the donor's information at the top.

  • Click Delete and the process is complete!


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