> For the complete documentation index, see [llms.txt](https://docs.anedot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.anedot.com/finance/management-and-reporting/transactions.md).

# Transactions

Find, filter, and export donations in Finance > Transactions. Open a transaction to see its fees and donor details, or to edit, refund, or void the gift.

**Transactions** lists every donation to your fundraising account with its fees and net amount. Go to **Finance > Transactions** to find and filter donations, open a transaction to see its details, edit donor information, refund or void a gift, and export your transaction data.

## Before You Begin

Your role needs these permissions, found under **Finance** in [Permission Sets](/settings/access/permission-sets.md):

* **Transactions: View permissions** to open **Finance > Transactions**. Otherwise, it's disabled in the menu.
* **Transactions: Edit permissions** to see **Void**, **Refund**, **Edit**, and **Delete** on a transaction.
* **Transactions: Export permissions** to use **Export**.
* **Action Pages: Edit permissions** to use **New transaction**, which opens [Terminal](/finance/internal-processing/terminal.md) and [Terminal (Offline Entry)](/finance/internal-processing/offline-entry.md).

If your role is limited by access tags, you only see donations from the Action Pages you can access.

## What You'll See in Transactions

* **Balance:** The net amount collected since your last payout. It resets after each payout. Offline gifts don't change it.
* **All** tab: Donations made directly to your account.
* **Conduit** tab: Donations your account received as a conduit. This tab is empty unless your account has conduit transactions.

Each row shows the donor's **Full name**, **Timestamp**, **Action page**, **Fund**, **Status**, **Amount**, **Fees**, **Vendor fees**, and **Net amount**. The table also shows totals for **Amount**, **Fees**, **Vendor fees**, and **Net amount** across every transaction that matches your filters.

{% hint style="info" %}
To reconcile bank deposits, use [Entries](/finance/management-and-reporting/entries.md) and [Payouts](/finance/management-and-reporting/payouts.md). Transactions is for reviewing individual donations.
{% endhint %}

### Statuses

A transaction can show **Completed**, **Pending**, **Processing**, **Settling**, **Refunded**, **Partially refunded**, **Voided**, **Chargeback**, **Chargeback reversed**, or **ACH returned**.

By default, the list shows all dates and every status except **Pending** and **Processing**. To see those, select them under **Filters > Status**.

### Customize Columns

Click **Columns**, next to **Sort**, to show, hide, reorder, pin, or resize columns. Drag a column to move it. Click **Reset layout** to go back to the default.

Your layout isn't saved, so it resets when you reload the page. Column changes don't affect exports.

## Find a Transaction

To filter transactions:

1. Go to **Finance > Transactions**.
2. Click **Filters**.
3. Enter or choose your filters. You can filter by donor name, email, phone, or address, **Card last four**, **Amount**, dates, **Status**, **Action pages**, **Source**, **Recurring**, **Withdrawal ID**, **Source code**, UTM values, and access tags.
4. Click **Apply filters**.

The table shows only the matching transactions, and the totals update to match. To start over, click **Clear all filters**.

{% hint style="info" %}
For a date range, click **This month**, **Last month**, **This year**, or **All time** to fill in the **Start date** and **End date**. These ranges follow your account's time zone. You can also choose your own dates.
{% endhint %}

### Example

A donor calls to confirm their gift went through. Filter by their **Email** or **Card last four**, then click their name to check the status and amount.

## View Transaction Details

To open a transaction:

1. Go to **Finance > Transactions**.
2. Click the donor's name.

The transaction details open in a panel with these sections:

* **Donor:** Name (or organization), email, phone, occupation, and employer.
* **Addresses:** The addresses on the transaction.
* **Fees:** **Donated**, **Refunded** (when a refund was issued), **Anedot fees**, **Vendor fees**, and **Net**, plus whether the donor paid the fees.
* **Payment method:** The payment type and last 4 digits.
* **Custom fields:** The donor's answers to your page's custom fields, when there are any.
* **Transaction:** **Status**, **Date**, **Recurring**, **Source**, **Source code**, **Action page**, **Fund**, **Campaign**, **Check number**, **Origin**, and **UID**.
* **UTM codes** and **Items:** Shown when the donation has them.
* Click the **Action page** name to open that page in a new tab.
* For a recurring gift, click **View commitment** to open its schedule in [Commitments](/finance/management-and-reporting/commitments.md).
* Click **Print** to print the transaction.

## Edit Donor Information

To edit a transaction:

1. Go to **Finance > Transactions**.
2. Click the donor's name to open the transaction.
3. Click **Edit**.
4. Update the fields you need.
5. Click **Save**.

You'll see "Transaction updated." and the transaction shows your changes. Editing a transaction doesn't send the donor a receipt.

The **Edit transaction** panel includes:

* **Contact information:** **First name**, **Last name**, **Prefix**, **Middle name**, **Suffix**, **Email**, and **Phone**, plus **Organization name** on organization gifts.
* **Addresses:** **Billing address**, **Mailing address**, and **Shipping address**.
* **Employment:** **Occupation** and **Employer**.
* **Amount (USD):** Offline gifts only.

{% hint style="info" %}
You can only change the amount on offline gifts (cash, check, in-kind, and offline card). Offline gifts can also be deleted. See [Terminal (Offline Entry)](/finance/internal-processing/offline-entry.md).
{% endhint %}

## Refund or Void a Transaction

Open the transaction and click **Void** or **Refund**. A button only appears when that action is available.

* **Void:** Cancels a card or bank charge. It's available until the end of the hour that falls 3 hours after the charge settles.
* **Refund:** Returns all or part of a donation. It appears only when the gift can be refunded and can no longer be voided, for up to 14 months after the gift. Bank (ACH) gifts become refundable 8 days after the gift.
* **PayPal** gifts can be refunded but not voided.
* **Bitcoin** gifts can't be refunded or voided.

### Void Window Example

A card charge that settled at 2:10 PM can be voided until 5:59 PM. After that, **Refund** appears instead.

If a request fails, you'll see "Could not void this transaction." or "Could not refund this transaction." For the full steps, fees, and timing, see [Refunds and Voids](/finance/management-and-reporting/transactions/refunds-and-voids.md).

## Export Transactions

To export transactions:

1. Go to **Finance > Transactions**.
2. (Optional) Filter the list to the transactions you want. The export uses your current filters.
3. Click **Export**.
4. Under **File type**, choose **CSV**, **PDF (detailed)**, or **PDF (summary)**.
5. (Optional) For a CSV, choose **Standard Configuration** or one of your saved configurations.
6. (Optional) Enter an **Email (optional)** to have the finished file emailed instead of downloaded.
7. Click **Start export**.

You'll see "Export started." When the file is ready, you'll see "Export is ready. Choose a file from Downloads." Exports list the newest transactions first.

CSV exports include a **Card Verification** category with **AVS Code**, **AVS Message**, **CVV Code**, and **CVV Message** in the default layout.

{% hint style="info" %}
If **Export** is disabled, your role doesn't have **Transactions: Export permissions**, or no transactions match your filters.
{% endhint %}

## Troubleshooting

* **Finance > Transactions is disabled in the menu.**\
  Your role doesn't have **Transactions: View permissions**. Ask an Admin User on your account to update your role.
* **"Your role cannot refund, void, or edit transactions."**\
  Your role doesn't have **Transactions: Edit permissions**. Ask an Admin User on your account to update your role.
* **"Your role cannot export transactions."**\
  Your role doesn't have **Transactions: Export permissions**. Ask an Admin User on your account to update your role.
* **"No matching transactions"**\
  No transactions match your filters. Change your filters or click **Clear all filters**.
* **The date range buttons are unavailable.**\
  Choose a **Start date** and **End date** instead. If this keeps happening, check that your account has a time zone set in **Settings**.
* **Void or Refund doesn't appear.**\
  The action isn't available for that gift. Check the rules in [Refund or Void a Transaction](/finance/management-and-reporting/transactions.md#refund-or-void-a-transaction).

If the issue continues, contact our Support team.

## Frequently Asked Questions

* **How do I find a specific donation?**\
  Click **Filters** and search by the donor's name, email, phone, card last four, amount, or date.
* **Can I resend a donation receipt from Transactions?**\
  No. Contact our Support team to resend a receipt.
* **Can I change a donation's amount?**\
  Only for offline gifts. For card or bank donations, issue a partial refund instead. See [Refunds and Voids](/finance/management-and-reporting/transactions/refunds-and-voids.md).
* **How long can I refund a donation?**\
  Up to 14 months after the gift. Bank (ACH) gifts can be refunded starting 8 days after the gift.
* **Does the export match what I see on screen?**\
  The export uses your current filters, but not your column layout. Rows are listed newest first.
* **What's the difference between Transactions and Entries?**\
  Transactions shows each donation. [Entries](/finance/management-and-reporting/entries.md) shows the ledger lines behind your balance and payouts, so use it to reconcile deposits.

## Related Articles

* [Refunds and Voids](/finance/management-and-reporting/transactions/refunds-and-voids.md)
* [Terminal](/finance/internal-processing/terminal.md)
* [Terminal (Offline Entry)](/finance/internal-processing/offline-entry.md)
* [Entries](/finance/management-and-reporting/entries.md)
* [Payouts](/finance/management-and-reporting/payouts.md)
* [Commitments](/finance/management-and-reporting/commitments.md)
* [Permission Sets](/settings/access/permission-sets.md)


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