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Donations & Payments

This section covers how to track incoming funds and manage the financial aspect of your event.

Donation Tracking

All transactions are recorded in the central database. You can view them in two places:

  1. Global Dashboard: Shows receipts from all events.
  2. Event Dashboard: Shows only receipts for that specific campaign.

filtering

You can filter the donation list by:

  • Date Range
  • Status (Succeeded, Pending, Failed)
  • Payment Method (Stripe, PayPal, Cash, etc.)

Table View

The donation table provides a detailed breakdown of each transaction:

  • Date: When the donation occurred (hover for relative time).
  • Donor: Name and email of the contributor.
  • Amount: Value and payment method used.
  • Status: Current processing state.
  • Actions:
    • Edit: Update donor details (e.g., fix a typo in the name).
    • Download Receipt: Generate an individual PDF receipt.
    • Cancel/Refund: Refund the payment (if supported) and mark as cancelled.

Donation Table & Exports

Receipts & Exports

The platform automatically generates PDF tax receipts for every successful donation. These documents are dynamically created using your Global Branding settings (logo, legal name, signature).

PDF Generation

  • Automatic Email: Receipts are attached to the confirmation email sent to the donor immediately after payment.
  • Manual Download:
    1. Locate the donation in the table.
    2. Click the Actions (three dots) button.
    3. Select Download Receipt.

Bulk CSV & PDF Export

For accounting purposes, you can export data from the Event Dashboard:

  1. Export CSV: Downloads a spreadsheet of all transactions matching your current filters.
  2. Export PDFs (ZIP): Generates a ZIP archive containing individual PDF receipts for all successful donations. This is useful for auditing or offline record-keeping.

Payment Providers

To accept online payments, you must configure a payment processor. This is done in the Global Settings.

View Global Payment Settings Guide

Ensure your payment keys are for the Production environment when running a real event. Test keys should only be used during setup.

Donation Flow Guide

Here is the standard checkout flow your donors will experience.

1. Donor Information

Donors fill in their basic contact details.

Donation Form

Example Data:

  • Name: Test Donor
  • Email: donor@example.com

2. Payment Details

Donors choose their payment method and enter credentials.

Payment Screen

Test Credit Card (Stripe Mode):

  • Card: 4242 4242 4242 4242
  • Exp: 10/30
  • CVC: 123