Manual Transactions
Sometimes you might need to record a transaction that didn’t happen through your standard online payment flow—like a mailed-in check or a donation received in person. That’s where the Manual Transactions section comes in.
From this page, you can:
Create a new manual transaction by clicking the Create Manual Transaction button.
Import a batch of manual transactions using a CSV file by clicking the Import button. If you're not sure how to format your CSV, just click the Learn more and get example file link in the pop-up window for help.
Each manual transaction you enter will show details like the customer name, gross amount, fees, net amount, type, and designation. You’ll also be able to choose how many records you want to view per page using the dropdown at the bottom.
You can also switch which organization you’re viewing using the Current Merchant dropdown in the upper right-hand corner of the screen.
To Create a Manual Transaction:
Click the Create Manual Transaction button, and you’ll see a form where you can fill in all the details:
Date: When the transaction occurred.
Gross / Fees / Net: Enter the full amount, any fees, and what was received after fees.
Item: Select the item or designation this transaction is for.
Item Amount: The portion of the total amount going to that item. (You can click “Add Another?” If the transaction is split between multiple items.)
Description: Optional space to note anything you want to remember about the transaction.
Type: Choose the method of payment—Check, Cash, etc.
Customer: Select from your list of customers or click (find customer) to quickly locate someone.
When everything looks good, click Save to record the transaction.
To Import Manual Transactions:
If you have several manual transactions to enter, you can click Import, upload a CSV file, and follow the link to download a sample format. This helps you bulk upload quickly and accurately.