Managing Payments and Transactions

In this course, you’ll get a detailed walkthrough of the Payment View Page — your central place for reviewing, updating, and managing individual transactions.

We’ll cover:

• Viewing payment details like amount, status, supporter, campaigns, checkouts, and payout links
• Reviewing transaction breakdowns: fees, payment method, processor ID, and tracking info
• Accessing recurring plan details and installment history
• Reviewing associated messages, payout items, audit logs, and integration logs
• Editing key fields like designation, donor, campaign, pledge, date, and tax visibility
• Refunding donations when needed
• Retrying failed payments, understanding failure reasons, and knowing when to update a donor’s payment method

By the end, you’ll know how to confidently manage transactions, troubleshoot issues, and keep donor and payment records accurate and up to date.