Transactions

Open GiveBlocks > Transactions.

Filtering #

Transactions can be filtered by:

• Donor/attendee name or email
• Campaign
• Period
• Transaction type

Supported reporting periods include year to date, this month, last month, this quarter, last quarter, and custom dates where available.

Summary #

The selected-period summary includes:

• Gross paid
• Net received
• Transaction count

Transaction fields #

The ledger can show:

• Date
• Donor or attendee
• Campaign
• Donation or ticket purchase
• Total paid
• Whether fees were covered
• Net received
• Status
• Detail action

Transaction details #

Open a transaction to review payment identifiers, financial values, attendee records, ticket tiers, volunteer roles, add-ons, and attendee-specific choices.

Editing and deletion #

Editing changes the local GiveBlocks record. Deleting a transaction removes the local record and related local ticket data; it is not the same as issuing a Stripe refund.

Use deletion only for test, duplicate, or incorrectly imported records. Use the refund action for a real Stripe payment.