Summary: Learn how to access detailed information about individual transactions and understand the meaning of various transaction statuses and error messages to effectively manage your organization's financial activity.
Before You Begin
You must have an Admin account with Giving permissions to view transaction details.
Step-by-Step Instructions
Click on Giving in the main menu.
Select Transactions from the sub-menu.
Click on an individual transaction in the list.
This will open the Transaction Details popup on the right-hand side of the screen.
Review the information in the Transaction Details tab.
Here you can view the Account, Payment Method, Transaction Date and Time, Deposit Date, Fund name, Fees, Refunds, Net Amount, and Status.
Troubleshooting & FAQs
What does "Succeeded" mean?: The transaction was successful and will be deposited in the next available deposit window. Note: Once deposited, your bank may take an additional 24 hours to show the funds.
What does "Pending" mean?: The transaction is verifying payment details. Credit/Debit cards take 1-3 business days; ACH/Bank Transfers take 4-10 business days, depending on the institution.
Why is a transaction "Failed"?: This occurs due to expired cards, insufficient funds, etc. Donors are notified via email (recurring) or in-app (one-time). Admins can view the specific Failure Reason within the transaction view.
What does "Requires Action" mean?: The payment needs additional authentication (usually 3D Secure/3DS). The donor must confirm their identity (code, app, text) for the payment to succeed.
What does "Dispute Pending" mean?: The donor or their bank has disputed the charge. Funds are held by Stripe during the investigation. You may submit evidence to contest the dispute.
Error Message: "Unique error detected" or "Error detected": Tithely encountered a generic error. The donor should try the transaction again.