Payments show Fundraiser Form payments, Event Form purchases, and related transaction activity.
Use Payments when you need transaction-level detail. This is where admins review recent activity, filter by date, form, fund, contact, or status, and export payment records for bookkeeping or reporting.
Open a payment record when you need to investigate a contact question, confirm a status, review refund or dispute context, resend a receipt, or mark tax deductibility when your role allows it.
Admins can also process a payment from the dashboard for fundraiser or event activity that staff need to enter directly.
Bulk payment exports and bulk payment actions may run in Activity. Use Activity to check progress for larger exports, receipt resends, tax-deductible updates, or offline payment deletion jobs.
