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Create a Gift Transaction in Education

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Create a Gift Transaction in Education

Create a gift transaction for a one-time gift payment, an installment of a gift commitment, if an installment doesn’t exist, or for a non-revenue gift. Fundraising automatically creates a gift transaction when you create a gift entry or schedule a gift commitment.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To create a gift transaction:

Modified Education Cloud Full Access permission set
  1. From the App Launcher (App Launcher), find and select Gift Transactions.
  2. Click New.
  3. Specify these details.
    1. Specify a name for the transaction record.
    2. From Gift Type, select ​Individual​ or ​Organizational/Household​.
    3. ​ ​Select a donor.
      Note
      Note For an Individual gift type, select a person account as the donor. For organizational/household, select a business account. ​
    4. Complete the payment information for the gift transaction. If you're logging this transaction days after receiving it, you can backdate the transaction to the date on the check or the date it was received.
      Note
      Note A payment method of ACH or credit card, and at least the Last 4 field populated, adds a payment instrument lookup to the schedule. This lookup creates a payment instrument record if none previously existed.
    5. ​ ​In Original Amount, enter the amount of the gift transaction.​ ​To record a non-revenue transaction, set the payment amount to zero.
  4. Save your changes.
 
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