Donations & payments
How donations work: checkout, receipts, refunds, and recurring gifts.
37 articles
- How donors complete a donationWalk through the donation experience on your campaign page, from the Donate button to the thank-you screen and receipt.
- Payment methods you can acceptAn overview of how donors can pay online, by phone, and offline — and how each method shows up in your Donations dashboard.
- Charity Card and DAF donationsHow donors give with OJC, The Donors' Fund, Pledger, Matbia, and iMaaser charity cards — which campaigns can accept them and how they show up in your CRM.
- Recording offline and manual donationsAdd cash, check, and other offline gifts to your campaign so your totals, teams, and reports stay complete.
- Tap to Pay — in-person card donationsHow NFC Tap to Pay lets your team take card-present donations on a phone, and where the feature currently stands.
- Importing donations from a spreadsheetBring donation history into Pledgix from Excel or CSV — column mapping, the template, and how imported gifts affect your totals.
- Silent donations — recording gifts without notificationsHow to record a donation without sending any receipt or alerts, and why spreadsheet imports are silent by default.
- Donation receipts — how they work and how to customize themHow donors receive their PDF receipt by email, what you can customize, and how to resend a receipt at any time.
- Editing or correcting a donationFix donor details, dates, team credit, and statuses — and understand which fields are locked on online card donations.
- Refunds — what happens when you refund a donationHow to refund a donation, what the donor sees, how your totals adjust, and how disputes and chargebacks are handled.
- Recurring donations — monthly gifts and installment plansHow donors set up monthly or installment giving, how charges and retries work, and how to manage plans from your dashboard.
- Recurring plans managed by the payment gatewaySome campaigns run their recurring schedules at the Sola gateway instead of on Pledgix. Here's what stays the same, what's managed differently, and where to make changes.
- How donors cancel a recurring donationWhat cancellation looks like from the donor's side, when it's self-service, and when it becomes a retention task for your team.
- Donations in foreign currenciesDonors can give in their own currency while your campaign counts everything in one goal currency — here's how the conversion works.
- Anonymous donations and the public donations feedWhat appears in your campaign page's live donations feed, and exactly what is hidden when a donor gives anonymously.
- Donations by phone — your campaign's automated phone lineDonors can call in, hear your campaign's progress, and give by card using their phone keypad. Here's how the phone line works.
- Exporting your donation dataDownload your donations as an Excel file — with filters applied, a team summary sheet, and every detail your bookkeeping needs.
- Understanding donation statusesWhat Approved, Pending, Failed, Refunded, Disputed, and Charged Back mean — and which donations count toward your total.
- Processing fees vs platform fees on a donationThe two deductions between a donor's gift and your net proceeds — what each fee is, who sets it, and where to see the math.
- The donor tip on Pledgix Go campaignsHow the optional donor tip works on free Pledgix Go campaigns — what donors see, what gets charged, and why the tip never touches your totals or payouts.
- What donors see at checkout, by payment methodHow the donation experience differs between cards, digital wallets, redirect-based methods, and phone — confirmations, security steps, and timing.
- Troubleshooting a declined donationWhat happens when a donor's payment is declined, how to see the attempt in your dashboard, and how to help the donor complete their gift.
- Abandoned donations — donors who almost gaveWhat the Abandoned tab in your Donations CRM counts, how the "possible successful match" hint works, and how to turn near-misses into gifts.
- Duplicate donations — spotting and fixing themThe protections that prevent double charges, how a true duplicate can still happen, and the right way to fix one for online, manual, and imported gifts.
- Matching donations — a deep dive into pools, totals, and the public feedHow sponsor matching works under the hood — the multiplier math, how matched amounts count and display, receipts, refunds, and pool management.
- Pledges vs charges — when the money actually movesWhy a recurring commitment can show in your total before all the money arrives — the pledge-and-installment model, explained with examples.
- Updating a donor's details after they giveFixing a donor's name, email, or phone on an existing donation — what updates automatically, what doesn't, and how to get the receipt to the right inbox.
- Donation dates and timezones — why a gift shows on a different dayHow Pledgix records the exact moment of every donation, how your campaign's timezone shapes reports, and how backdated entries land on the right day.
- How do I resend a receipt?Open the donation's row menu in the Donations table and choose "Resend Receipt" — a fresh PDF receipt is emailed to the donor.
- How do I record a cash donation?Click "Add Donation" in the Donations section — Cash is the default payment method in the manual entry form.
- How do I refund a donation?Campaign owners can refund from the donation's row menu — card payments made via Stripe are returned to the donor; other donations are marked refunded.
- How do I move a donation to a different team?Edit the donation and pick a new team in the Team Assignment field — works for online and offline gifts alike.
- How do I hide a donation from the public feed?Anonymity hides the donor's name, not the gift itself — and you can flip it on any existing donation from the edit dialog.
- How do I add a dedication to an existing donation?Edit the donation and fill in the "Dedication Message" field — it appears publicly on your campaign page.
- How do I see failed donations?Switch your Donations table to the "Pending / Failed / Refunds" tab — every declined or unsuccessful attempt is listed there.
- How do I change the currency a donor sees?Donors pick their own currency at checkout from the list you enable under "Accepted Currencies" in campaign settings.
- How do I download donations to Excel?Click the Export button above your Donations table — you get a ready-made .xlsx file with a per-team summary sheet included.