Transactions capture gifts received by your organization. A transaction can be a donation (a gift directly from a constituent) or a soft credit (a gift that a constituent influenced, such as a matching gift).
A transaction record represents a payment or donation of goods to your nonprofit organization from a contact or an organization account. Transaction records track key information about the transferred revenue or items. You can apply a transaction to a donor commitment, a designation plan, or a new designation credit.
To work with transaction records, follow these steps:
1. On the navigation pane, select Gifts from the Change area menu.
2. Under Gift Processing, select Transactions.
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