How do I add a Transaction to a Fundraiser Team?

When running a campaign with multiple fundraiser teams, payments made to these teams are reflected in the master campaign as separate transaction records, ensuring both campaigns are credited for the purchase.

However, sometimes donors accidentally complete their purchase on the master campaign, which then only reflects in the master campaign. In such cases, you may want to reflect this payment on the appropriate fundraiser team as well. Although you cannot "transfer" a transaction between fundraisers, there is a way to address this without double-counting the transaction.

Option 1

Note: This option is only available if the purchase does not include any line items, such as tickets or registrations.
1. Go to the Giving drop-down and click Transactions.
2. Find and open the specific transaction you want to apply to a fundraiser team.
3. Click Actions.
4. Select Apply to a Fund.
5. Select the appropriate fund.
Giving drop down button and click on Transactions. Once you are in the transaction page view the details of the donation.

To apply the donation to a fundraiser team, select a specific transaction.

Click on Actions.
Select Apply to a Fund.

Select the fund.

Option 2

1. Go to the Giving Pages page.
2. Select Manage for the online fundraiser or master campaign you want to add a transaction to.
3. On the Online Fundraiser Manage page, click Fundraiser Teams.
4. Click Transactions.
5. Select Add Offline Purchase and complete the offline donation entry.
6. Adding the offline donation creates a payment record in both the fundraiser team (child campaign) and the master (parent) campaign. Because the original payment already exists on the master campaign, this results in two transactions representing the same purchase on the master campaign — one more step is needed to resolve this.
7. To remove the duplicate, go to the Giving drop-down, click Transactions, and locate the newly added offline transaction on the master campaign. Open it, click Actions, and delete it. Deleting a transaction from the master campaign does not affect the fundraiser team record, so only the double-counted entry is removed.
Select Manage for the Online Fundraiser/Master Campaign you'd like to add a transaction to.

On the Online Fundraiser Manage page click on Fundraiser Teams
Click on Transactions.

Select Add Offline Purchase.

While normally this is fine, in the scenario above where you were trying to reflect a payment on the master campaign, you have one more step left. Since the original payment was also on the parent campaign, at this point, we have two transactions representing the same purchase on the master campaign.
Deleting a payment from the parent campaign does not remove the child campaign, so this helps in this situation where you are removing the double counted transaction from the parent/master campaign.

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

Let's go do some good.