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Finding and understanding a donation

In this article, we’ll explain how to filter transactions and review a donation’s payment, receipt, and source details.

Find a donation in Transactions to see its payment status, receipt, and supporter details.

Finding a donation

Open Transactions and use Add filter to narrow the list by supporter, campaign, date, amount, or status. You can combine filters, such as a campaign and a date range.

If you have a payment reference from your processor, search with the Gateway ID filter. Open the matching donation to view its details.

What you can find in a donation

  • Payment information: The amount, currency, payment method, processor, and payment status.

  • Receipt: Download the receipt when one is available.

  • Donation source: Attribution to a fundraiser or solicitor, and tracking information.

  • Recurring plan: Open the parent recurring donation to see the plan and its charge history.

For a failed or missing payment, see Troubleshooting failed or missing donations. If the donation is missing from your CRM, see Troubleshooting webhook and integration deliveries.

Adding or exporting donations

You can take a card donation from the dashboard or record money received outside Double.

To work with donation data in a spreadsheet, export it from Transactions. See the export column guide for the field definitions.

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