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Creating, editing, and filtering offline transactions in the Transactions view

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In the Donations app, you have the ability to create records in the Donations > Transactions view for one-time payments made offline and associated those payments with a given Donation form and individual Fundraising Page. Any offline transaction added to Soapbox and associated with a Donation form and individual Fundraising Page will have that transaction included in the front-end peer-to-peer progress metrics.

Any Offline Transaction entered in Soapbox will not be saved to Salesforce.

To create a one-time Offline Transaction in Soapbox:

  • Go the Transactions view in the Donations app
  • Click the New Offline Transaction icon
  • For Amount, enter the amount of the transaction
  • For Date, enter the date of the transaction
  • For the Contact Information, enter the relevant values for the donor. If the donor wishes to not have their name associated with their donation when displayed on the front-end peer-to-peer views, tick off Anonymous
  • For Donation Form, begin typing the name of the Donation form with which you wish to associate this offline transaction. Select the desired option from the suggestions Soapbox provides.
  • For Fundraising Page, begin typing the name of the Fundraising Page of the Donation form with which you wish to associate this offline transaction. Select the desired option from the suggestions Soapbox provides.
  • For Supporter Message, enter any message provided by the donor for the purpose of being displayed on the front-end peer-to-peer views
  • Click Save

 To edit an existing Offline Transaction:

  • Go the Transactions view in the Donations app
  • Find the Offline Transaction you wish to edit
  • Click the hyperlinked name of the donor
  • In the transaction detail view, click the edit icon
  • Edit the values of the Offline Transaction as you wish
  • Click Save

To filter for Offline Transactions:

  • Go the Transactions view in the Donations app
  • Click the filter icon to the right of the page to open the filter pane
  • Scroll to the bottom of the filter pane
  • For Transaction Source, select Both By Soapbox and Offline, By Soapbox Only, or Offline Only, depending on your preference
  • Click Save
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