Appearance
Revenues
The Revenues list shows every payment recorded across your organization — use the status tabs to narrow to completed, pending, failed, or refunded transactions.
Viewing Revenues
Navigate to Finance > Revenue to see all transactions.
Filtering by Status
Use the tabs to filter:
- Completed - Successfully processed payments
- Pending - Awaiting processing
- Failed - Payment errors
- Refunded - Fully refunded transactions
- All - Every transaction
Search
Search by contact name or email to find specific transactions.
Recording from the Finance Side
Use Create at the top of the list to record a Donation, a Pledge (including grants and invoices), or a Pledge Payment. Each opens the same form Manage uses, so the record appears everywhere a donation or pledge does. See Expected Revenue for what each choice creates.
Revenue Record
Click any revenue to view details:
Overview
- Amount and currency
- Transaction type (donation, installment, ticket order, etc.)
- Status and timestamps
- Contact information
Manage
Access related records:
- Source transactions
- Credits
- Solicitors
- Fund designations
- Files and messages
Activity
View the complete audit trail.
Actions
From the Actions menu:
- Edit - Update revenue details
- Add Credit - Create soft credit
- Add Solicitor - Add attribution
- Add Fund Designation - Allocate to funds
Exporting
Click the export button to download revenue data as CSV or Excel. The Revenue Soft Credit Names column lists everyone soft-credited on each revenue in one cell, separated by "; " (tribute honorees excluded).