Payments Table Overview

In this course, you'll get a complete walkthrough of the Payments Table — your central hub for reviewing and managing every transaction processed through WeGive.

We’ll cover how to:

  • Navigate the table and understand each column
  • Use filters to quickly find transactions by date, type, status, or supporter
  • Take action on individual payments — including editing, retrying, refunding, and reviewing details
  • Identify offline or manual transactions using the special “G” symbol
  • Interpret recurring plan statuses and transaction outcomes at a glance

By the end of this lesson, you’ll be able to confidently track, manage, and troubleshoot payments with ease.

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