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Managing Donation Records

View and manage individual donation records all in one place.

This article provides an overview of how to access and manage individual donation records in iDonate, including common actions and updates available from the donation details page.

Managing a Donation

  1. Navigate to Reporting > Donations.
  2. Locate the donation and click its corresponding table row.

  3. From the donation details page, you can perform the following actions.

    1. Resend Receipt: Resends the donation receipt email to the donor.
    2. Send Refund: Issues a refund for the donation. Once processed, the donation status is updated and the donor receives a refund confirmation email.
    3. Cancel Transaction: Cancels the donation transaction.
    4. Update Details: Allows you to edit the following
      1. Making a donation anonymous
      2. Adding or updating a company name
      3. Adding a custom note
    1. Update Transaction: Allows the donation campaign and/or designation to be updated.