The Payments section gives you a full view of all donation transactions across your campaigns in one place. You can access it by going to Donation in the left sidebar and clicking Payments.

Viewing All Campaign Payments

By default the payments page shows transactions from all your campaigns combined. Use the Select Campaign dropdown at the top to filter the view to a specific campaign if you want to focus on one fundraiser at a time.

You can also view payments for a specific campaign directly from your Campaigns list. Go to Donation, click Campaigns, find the campaign you want, click the three dot menu, and select Payment List. This takes you straight to a filtered view of that campaign’s transactions.

Filtering by Status

Use the Filter dropdown to narrow down payments by sync status or payment status.

Sync status:

• All — Shows every transaction regardless of sync status.
• Synced — Shows payments that have been synced to a connected integration such as QuickBooks.
• Not Synced — Shows payments that have not yet been synced.

Payment status:

• Pending Payment — The donation has been initiated but not yet completed.
• Partially Paid — A partial amount has been received.
• Paid — The donation has been successfully processed and received.
• Cancelled — The transaction was cancelled before completion.
• Refund — The donation has been refunded to the donor.
• Adjusted in System — The payment record has been manually adjusted.

Exporting Payment Records

Use the export buttons at the top right of the page to download your payment records. You can export as a PDF or spreadsheet for your records or accounting purposes.