Transactions Module Overview & Basic Information
Overview of the Transactions Module and basic information on the tools and workflows.
Transactions Module OverviewThe Transactions & Invoices Module is where you can see and manage all transactions that are recorded in the software and perform a variety of activities including: - Creating invoice payment pages and managing invoices - Creating invoice cover letters - Processing refunds - Sen…What is a transaction?A transaction can be a membership, event, or auction purchase as well as an invoice payment, donation, other type of contribution, or pledge. All transactions are shown in the Transaction grid under the Transactions and Invoices Module. Even zero-dollar transactions, such as fre…What are the transaction types?There are 9 different transaction types to select from when manually entering a transaction that is not for a membership, event, or auction purchase. They are: 1. General – a one-time cash donation or contribution. General transactions include payments made by check, credit card…Transaction Terms & DefinitionsAssociationSphere uses some unique terminology and may be different that what you are used to. Please review the list below so that you are clear on how these terms are used when recording different transactions in the software. Gift - You may see the word "gift" used interchang…