Navigating the Contribution Details

Donor Management System

After adding a single or multiple Contributions, you can see all of their details for your reference.

Finding the Contribution Details

1. Visit the Contributions Tab and 

2. Search for the Contribution you wish to view

3. Select the Contribution’s Amount to see its Details

Click on the donation amount to view its details

Contribution Detail Fields

You will then be directed to the Contribution Details page where you can see all the information from that Contribution.

Contribution details

Image Instructions:

  • From: Contact’s full name associated with the Contribution.
  • Fund: which Fund this Contribution was added to.
  • Total Amount: Net Amount + Fee Amount + Advantage Amount.
  • Net Amount: Total Amount – Fee Amount
  • Fees covered: applicable for CanadaHelps donations only. If your CanadaHelps donor has decided to cover the CanadaHelps transaction fee during their donation, this field will be checked on.
  • Disbursed on: applicable for CanadaHelps donations only, to document if/when the contribution has been disbursed from CanadaHelps to your charity.
  • Advantage Amount
  • Description of advantage
  • Received: the date when the Contribution was made and/or added.
  • Received Into: where the monetary funds of the Contribution were deposited into (e.g. Bank Account, Payment Processor, etc.).
  • Status: the Status of the Contribution as Pending, Cancelled, Failed or Completed.
  • Method: the Payment method for this Contribution (e.g. Credit Card, Cash, etc.)
  • Source: the source associated with the Contribution when it was originally imported into the DMS (e.g. Historical Data Import).
  • Custom Question/Custom Answer: If your CanadaHelps donation form includes a custom question and an answer is provided from the donor.
  • Transaction ID: for Credit Card payments only.
  • Invoice Reference: for Credit Card payments only.
  • Campaign Group: the Campaign Group the Contribution is associated with.
  • Online Campaign: the Campaign the Contribution is associated with.

Contribution Details Page: Actions

From this page, in addition to reviewing all information about the Contribution, you can also perform a few actions: