Overview

The + Add New button allows admins to create manual transaction entries (e.g., cash, check, credit, etc.). With manual transactions, admins have the option to automatically send email receipts to donors after making the entry. 

Linked Articles:

- VIDEO: Adding Transactions

- New Transaction Batch

How it Works

Click the + Add New button in the top left corner above Kindful's main menu. Select "Transaction" from the drop-down menu. Afterwards, the "Create Transaction" modal window will appear. In this window, you will see the "Send receipt to contactemail@example.com" checkbox after filling in the "Contact" field with the contact's name. By default, the checkbox will be marked. Admins can unmark the checkbox if they don't want to send an email receipt for the transaction. 

Note 1: This feature is also available with the batch transaction entry tool. 

Note 2: Either a campaign-specific or general email will be used to receipt the transaction.

With manual transaction entires, admins can choose the campaign the transaction is for. If a receipt template has been selected as the "Default Campaign Transaction Receipt" email inside that campaign's settings, the donor will receive this email. You can check this inside the campaign's edit settings from the Campaigns page.

If the transaction's campaign does not have a default campaign transaction receipt email set up, then your organization's default transaction email will be sent. You can manage this from the Transaction Settings section, in the Transaction Messaging portion, of your Fundraising Settings page. Either the "Successful Transaction Messaging" email or the email set up in the "Transaction & Non-Cash Gift Receipt Template" field (in Receipts) will be used. 

Steps

1. Click the "+Add New" button in the upper left corner. 
2. Select "Transaction" from the drop-down menu that appears.
3. After entering the contact's name, a checkbox will appear saying, "Send receipt to contactemail@example.com."
4.  After entering all required transaction information, click "Create" at the bottom right of the modal window. This action enters the transaction into the database and sends the receipt. 
   
   

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.