Split Transactions

Overview

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

Linked Articles:

Editing a Transaction

VIDEO: Adding Transactions


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. 

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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.

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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.


Split Transactions and Sum Totals

There a two ways to find sum totals for the filters you run.

First, you can run a filter on the Activities page, and then click on the $ Sum Totals button. This is on the right hand side of the page, next to where you click Create Report.

Alternately, when you create a report and export it to CSV, you can use your spreadsheet application to sum total all of the values.

Please note that when you use the $ Sum Totals button, this will remove all Split Children transactions (the orange ones), and only look at Split Parent transactions (the gray ones).

We recommend adding the filter Split Children: No to your Activities page filter prior to clicking on Create Report. This will prevent the Parent level transaction duplicating alongside the child level transactions.


Receipting a Split Transaction

You can have the details of a split transaction appear on a donor's receipt if you generate a receipt for the parent level transaction and have the associated template using the "Transaction Info For Receipt" tag.

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Split Transaction with QuickBooks 

Split transactions made in Kindful do not sync to QuickBooks like that. The parent level transaction in QuickBooks will create a Sales Receipt in QuickBooks, though.

You can always split the gift in QuickBooks by adding multiple designations to the sales receipt. This change will be reflected in Kindful.

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. 

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