Donations
View and manage individual donations from the Dashboard.
The Donations view displays each donation's date, account and donation amount, as well as the supporter and campaign names.
Date range selection
By default, all donations will be shown from all dates. You can create a date range on the calendar, or select a pre-set timeframe such as Yesterday, Last 7 days, and This year.
Account selection
If your account contains subaccounts, you can filter here and see donations by the subaccount they were made to.
Campaign selection
By default, you will see all donations for every campaign. the Campaign filter allows you to search for a particular campaign by name, code or ID. You can still view donations made to archived and disabled campaigns.
Element selection
Source selection
Each donation always comes from one of 5 possible sources. If the donation is from a recurring donation plan, the source shows where the recurring plan was created from.
| Source | Description |
|---|---|
| Checkout modal | The donation was made through any one of your campaign’s Checkout modals |
| Campaign Page | The donation was made through any one of your Campaign Pages. |
| Virtual Terminal | The donation was processed through the Virtual Terminal. |
| Donor Portal | The donation was made through a Donor Portal. |
| Recurring migration | The donation exists within a recurring donation plan that was migrated over to Fundraise Up from another system. |
Donation statuses
Review donations by their transaction status. There are 6 possible statuses for a donation.
| Status | Description |
|---|---|
| Succeeded | The donation processed successfully. |
| Scheduled | The donation has been pledged by the supporter and is set to process on a future date. |
| Pending | The donation has been created by the supporter, and is now waiting on the charge attempt. |
| Retrying | There was an issue with the first charge attempt, and another attempt will be made. |
| Refunded | The donated funds have been returned to the supporter, or the organization has lost the dispute over the donation. |
| Failed | The donation could not process successfully. An error occurred during the processing that was not resolved in the allotted time. |
More filters
Clicking the More filters button will display additional options that can help you narrow down your criteria further. You can filter by supporter, frequency, designation, payment method, disputes, fraud, and more.
Disputes & fraud
The Disputes & fraud filter in the More filters section offers three warning statuses.
| Status | Description |
|---|---|
| Early fraud warning | We have received a notification from Stripe, which indicates that there may be a risk of fraud associated with this transaction. |
| Dispute response required | The payment provider has initiated a dispute over a payment. Your organization must provide evidence that the funds collected through Stripe were obtained legitimately. |
| Dispute under review | The payment provider is currently investigating the dispute. |
Donations with a warning status are highlighted in yellow. Click the donation for details.
Donation page overview
Clicking a donation in the list opens its details page. It shows key information about the donation, its payment, supporter, and related activity.
The Donation section shows the main details for this record, such as donation amount, date, frequency, campaign, and designation if applicable.
The Payment & fees section displays full payment details and processing fees. If the donation is part of a multiple designations payment, a note appears above Payment & fees: The payment amount includes all X donation amounts made in a single transaction. In this case, Donation amount refers to this designation only, while Payment amount is the total supporter payment for all designations.
When a donation is part of a multiple designations payment, an extra section Donations in this payment lists all donations and installments created in the same payment. Donations are sorted by Donation amount in descending order; all are clickable except the current one. The section is shown only for one-time donations and for the first installment of a recurring plan.
Refunding works from the Refund donation button in the top-right corner of the page. For a single donation, only that donation is refunded. If the donation is part of a multiple designations payment, refunding will also cancel all related donations and installments from that payment.
Editing Tribute, Questions, Gift Aid, Comment, or Custom fields for a donation that belongs to a multiple designations payment applies the same changes to all other donations and recurring plans from that payment.