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How to add and manage offline transactions
How to add and manage offline transactions

You can process offline transactions, also known as manual donations, from the Transactions page in your dashboard.

Alyssa avatar
Written by Alyssa
Updated over a week ago

Offline transactions are check or cash payments manually added (one at a time) to your account to keep track of donations you receive offline. Admins and editors can log offline transactions from contacts (new or existing) and credit them to a specific campaign right from the Transactions page in the dashboard. You can backdate offline transactions to the date the payment was received.

Offline donations must be added one by one. If you're adding multiple offline donations, we'd recommend you import them instead!

Add an offline transaction ✚

  • Go to your dashboard and click on the Transactions page in the left-hand sidebar.

transactions page
  • Click the blue New button in the top right corner of the page, and select the campaign you'd like to add an offline transaction to.

select campaign
  • You'll be prompted to make selections from the checkout flow.

Please note that if you have enabled Early Access Beta, this checkout flow will display the updated design – see New Donation Forms for more information.

offline transaction
  • Complete the transaction information, and on the payment selection screen, select an offline payment method – check or cash.

payment method

Offline transactions will appear on your Transactions page, just like any other transaction, with "Check" or "Cash" shown as the payment method. They will also be added to your campaign goal (if you have one), and team/team member totals (as applicable).

Delete an offline transaction ❌

You can delete offline transactions from the Transactions page in your dashboard. This is because offline transactions do not involve processing any funds, so instead of refunding them (which isn't possible), you can remove them entirely.

  • Go to your dashboard and click on the Transactions page in the left-hand sidebar.

  • Search for and select the offline donation that you want to delete by clicking on the transaction – click on the white space next to the entry, not on their name! A sidebar will pop up on the right side of the page.

  • Click the [...] button, located below the donor's information in the section at the top.

  • Click Delete, and the process is complete!

If an offline transaction involving tickets is deleted, the tickets sold count will be updated. For example, if an offline transaction for 2 tickets is deleted, 2 will be removed from the sold count for that type of ticket, making 2 tickets available for purchase.

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