Knowledge Base

Manual Transactions

Use Manual Transactions to record donations that didn’t go through online payments, like checks or in-person gifts.

What You Can Do

• Add a transaction using Add Tx
  

• Upload multiple transactions at once using Import Tx (CSV)
  

• View manually entered transactions, including customer, amounts, payment type, and designation
  

• Switch organizations using the Current Merchant dropdown
  

Add a Manual Transaction

Click Add Tx and enter:

• Date
  

• Gross, Fees, and Net amounts
  

• Designation (item) and amount
  

• Payment type (cash, check, etc.)
  

• Customer (select or search)
  

Click Save to record the transaction.

Import Transactions

Click Import Tx to upload a CSV file. A sample file is available in the import window to help with formatting.