Split Transactions

This article explains how to split up transactions between multiple campaigns.


Creating a split transaction

Start by selecting +Add New button at the top of the left sidebar, then choose Transaction from the drop-down menu.

Note: If the donor for this transaction does not currently exist in your database, you must add them before creating the transaction. Select +Add New in the top left, then choose Contact to add new donors.

Enter the details of the transaction. After filling in the fields, choose Split at the bottom. 

split_transaction.jpeg

 

Splitting a transaction

A new window will display, allowing you to enter multiple campaigns with varying amounts.

Make sure the first campaign is correct, then enter the Quantity of donations (likely to be only 1), and the Amount per donation.

After you enter in the first campaign designation, the Total Amount field will update based on your input.

Select Add in the bottom left to designate another campaign to split between. The Split Transactions Total in the bottom left will update as you input more designations.

split_transactions_window.png

Select Done when you're finished. This will take you back to the original transaction window.

When you've finished entering transaction details, select Create in the bottom right.

 

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