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Help CenterDonation Transactions
Finance Admins2 min read

Donation Transactions

Track and manage donations from your payment processor. View donation history and process refunds.

Donation Transactions

The Transactions page displays all donations received through your payment processor for card and ACH payments. This section requires that donations have been configured on your organization's management page.

Summary Cards

At the top of the page, three summary cards display key donation metrics:

  • Total Donations: Total amount received from all succeeded donations
  • Succeeded: Count of successfully processed donations
  • Pending: Count of donations awaiting settlement

Donation Table

The donations table displays the following columns:

Donation Transactions page with a filterable, sortable table showing date, donor name, amount, fund allocation, transaction type, payment status badge, and fee breakdown for each entry
Donation Transactions page with a filterable, sortable table showing date, donor name, amount, fund allocation, transaction type, payment status badge, and fee breakdown for each entry

Donor Name: The name provided by the donor during checkout. If the donor selected "Anonymous," the field displays "Anonymous Donor" instead.

Amount: The gross donation amount.

Date: When the donation was processed.

Payment Method: The method used to complete the donation. Shown with an icon:

  • Card — Credit or debit card payment
  • ACH — Bank account transfer

Status: The current state of the transaction:

  • Succeeded — Donation completed and posted (green badge)
  • Pending — Donation authorized but not yet settled (yellow badge)
  • Processing — Donation in progress (yellow badge)
  • Failed — Donation failed to process; funds were not charged (red badge)
  • Refunded — Donation was refunded to the donor (amber badge)
  • Partial Refund — Part of the donation was refunded (amber badge)

Actions: Available actions for each donation (see below).

Refunding Donations

Full refund capability is available for succeeded donations that have not yet been refunded. Click the Refund button in the Actions column to process a full refund.

Full Refund: Returns the entire donation amount to the donor. The processing fee is typically retained by the payment processor per your agreement. The refund may take 2-5 business days to appear in the donor's account, depending on their financial institution.

After refunding, the transaction status updates to "Refunded."

Prerequisites

Donation transactions will only appear if:

  1. Donations have been configured in your church's Management App settings
  2. Your church has an active payment processor connection
  3. Donors have submitted donations through your church's public donation page or within 1st Flock apps

If you do not see donation transactions, a message will direct you to complete the donations setup in the Subscription Management app.