How do I find a transaction?

All user purchases or donations (offline and online) will result in a donation transaction record in BetterUnite. These transactions will show in multiple places in BetterUnite, within appropriate contexts.

Here are ways to locate a transaction:

Click on Giving then select Transactions.
Click Filter to do a more advanced search through transactions.

Another option is to click Contacts and then select Contacts & Donor Management.
Locate the contact that made the donation, open the Contact Card, find the donation entry.

If you are looking for a transaction in a Giving Page. Go to Giving Pages and select the Giving Page.
Scroll down to transactions once on the Manage Giving Page page.

Once you located the donation/payment transaction, click the $ amount to pop open donation details. Donation details shown will provide the transaction break down information as well as provide other functions for categorizing, and annotating the transaction. For more information on transaction details, visit How do I see transaction details, and what does it mean?

Need Additional Help?

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

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