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            Create a Gift Transaction in Nonprofit

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            3. Nonprofit Cloud

            Create a Gift Transaction in Nonprofit

            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, Unlimited, and Developer Editions with Nonprofit Cloud
            User Permissions Needed  
            To create a gift transaction:

            FundraisingAccess 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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