Viewing donations in a profile

Every time a donor's credit card is charged, a payment transaction is created. In your nation, each charge creates a separate donation listing. When the charge is part of an active monthly donation, it is also connected to a monthly plan. 

In the Finance section of a donor's profile, the Donations section lists every payment made by the donor. For example, last month John started a $25 monthly donation in my nation. John has made two payments. In the Finances > Donations portion of his profile, I can see both payments listed:

donation listing with PDF receipt

In Finances > Monthly plans, there is one listing for his $25 monthly plan. 

monthly plans listed within a profile 

If I click the edit button on the monthly plan, I'm taken to the dashboard of this plan. On the right side of the dashboard, you can see a list of all donations associated with this particular plan:

payments on a monthly donation listed within a profile

I could click the edit button next to either of the previous donations to refund the payment that already occurred. Or I could go to the settings area of the monthly plan to cancel future payments

All of this is happening within the People section of my control panel. If I go to the Finances section, I can review all donations made in my nation. Filtering the Finance section provides a great way to sort financial transactions. Additionally, Finances > More > Monthly plans lists all monthly donations, and Finances > More > Installment plans lists all installment plans. 

If you’re unclear on how this feature works, please ask a question. If you would like to see changes to this feature, please submit a suggestion.

Not finding what you're looking for? Browse the Finances FAQs