Difficulty watching? Watch Revenue Transaction types and Transaction search


Transaction types

Types of transaction Definition
Gift/donation A payment that can be applied to different revenue types, such as pledge payment, recurring gift (recurring gift payment), event, or membership.
Membership In D-Hub membership type payment is for professional and general members. It is applied towards a new membership or renewal membership fee.
Planned gifts Planned gift is created during the donor’s life or after their death. Planned gift payment is created when the planned gift is funded and a payment is received.
Pledge Is a promise to make a specific amount donation that can be paid on a single or multiple payments. Pledge payment is added when the payment is actually linked.
Event registration Event registration payment is a payment that is applied to a registration fee for an event.
Recurring Created when a donor decides to make a donation on a specific interval for a specific gift amount, Monthly donors, sustained monthly donors have this type of payment in their records.