Boost recurring donations this giving season with the upsell prompt!A gift taken on a staff device is an ordinary donation. It appears in the same place as one made through your website, is reported the same way, and flows to your integrations the same way. The only difference is that it records who collected it.
To find a gift taken in the app:
- Navigate to Soapbox Donations > Transactions in the administrator.
- Find the transaction by donor name, date, or amount.
- Click it to open the detail view.
Collected By
The transaction detail shows a Collected By row naming the staff member who took the gift. It appears only on gifts collected in the app — a donation made by a donor on your website has no one to name.
This is what makes a cash box or a busy evening reconcilable. If you want that trail to be meaningful, give each staff member their own account rather than sharing one. See Giving your team access to Soapbox Engage Onsite.
Recurring gifts
A recurring gift set up in the app appears in Subscriptions with its frequency, and each payment appears in Transactions as it is taken.
Receipts
Donors are emailed a receipt when your team captured an email address on the Donor Information screen. The receipt is the one set up on the Donation form the app uses: its subject, its template, its sender, and any copies set in Send Copy (CC) and Send Blind Copy (BCC). If that form's confirmation email is turned off, no receipt is sent. See Choosing the donation form Soapbox Engage Onsite uses.
Administrator notices
If the form is set to email administrators about new donations, a notice is sent for each gift taken in the app, one-time or recurring. It goes to the form's Additional Addresses and to the administrators who receive system emails, and names the donor and the amount.
If a gift is missing
Occasionally a payment succeeds but the record does not save, and the app shows Recording Failed at the time. If a gift your team remembers taking is not in Transactions, see The payment went through but the sale didn't save.
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