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.