If you have offline payments enabled to allow donors to donate by a non-credit or debit form of payment, you'll need to let the system know once you receive their payment to track their donation and ensure that the donation appears on the donor's year-end statement. If a donor decides to later give through credit card, you can add this credit card information into the system when marking the donation as completed.
In GivingFuel, you can also void any offline donations that you have not received from a donor.
Note: To track offline donations in GivingFuel, offline payments must be enabled, and the donation must be added to GivingFuel. To learn how to enable offline payments on your donation page, click here.
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Complete an Offline Donation
Pro Tip: Users can filter their donations by status to locate all donations that are in a Pending Offline status. To do this, use the Status filter box next to the search box to find all Pending Offline donations.
From the top menu bar, click the Donations tab
Search for the donor's name or billing email in the search box
Click the eye icon next to the donation you want to complete
Click the Mark as Received button
Select to complete the payment by offline payment, or complete the payment by card payment
Add the reference label, confirmation message, and admin notes as desired, and click the I understand that updating this transaction cannot be undone checkbox
Click Complete Transaction
Void an Offline Donation
From the top menu bar, click the Donations tab
Search for the donor's name or billing email in the search box
Click the eye icon next to the donation you want to void
Click the Mark as Received button
Select the void option
Select the I understand that updating this transaction cannot be undone checkbox
Click Refund Transaction
FAQs
Why can't I see a donor's offline donation contributing towards my total in analytics and in the Pages tab?
In GivingFuel, offline payments only contribute towards the analytics once the status has been changed to completed. Any pending payments will not contribute to the totals.
When does a donation appear in donors' Year End Statements?
A donation will appear in donors' Year End Statements once the donation has been marked as received. Any pending donations will not appear on their Year-End Statement.