Filtering Donations

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Donations can be filtered by Stamp, Label, Fund, or Payment Source on any page that includes an itemized list of donations in Giving. 

Stamps

Stamps are defined by Giving and are not editable. They are applied to donations automatically and tell the story of the donation as a financial transaction.

You can filter by Stamp on any page with an itemized list of donations. 

Stamp Descriptions

Stamps show you the status of the donation:

  • Uncommitted: The donation is a part of a batch that hasn't been committed yet.
  • Awaiting Transit: The ACH donation is less than two hours old and hasn't yet entered the banking system. There's still time to cancel this donation if it was made in error.
  • In Transit: The ACH donation has now entered the banking system and can no longer be canceled. It will take a few days for the transaction to settle.
  • Failed: The transaction failed, either in the banking system or because it was marked as failed by an administrator.
  • Refunded: The donation was refunded, and funds were sent back to the donor.
  • Adjusted: The donation was edited when it was in a committed batch.
  • Succeeded: The transaction was given to the bank; it didn't fail and wasn't refunded. The transaction will appear on donor statements. Most donations will end their lifecycle with this status.

Stamps for Stripe-processed donations include:

  • Paid Out: This donation has made it all the way to the church's bank account in a Stripe Payout.
  • Disputed: The donor has disputed this charge with their bank. This is a rare occurrence. 

Labels

Labels are customizable tools to help organize your donations. They can be created, edited, and manually applied to each donation by an Administrator.

You can filter by Label from donation lists and the Donor Reports tab on the Giving People page.

Funds

Funds are set up by your church as categories for your donors to choose when giving.

You can filter by Fund from donation lists and the Donor Reports tab on the Giving People page.

Payment Sources

Payment Sources give you a way to count donations from external systems (such as Paypal, Square, SimpleGive, FellowshipOne, etc.) so that donors have their complete donor history available in Giving.

You can filter by Source on any page with an itemized list of donations. 

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