Offline donations

Offline donations are entered by an administrator from a project’s Transactions page. They cover cash collections, bank transfers, and other gifts that were not processed through Stripe or a SumUp reader.

Record an offline donation

1. Open /donations/projects/[id]/transactions.
2. Choose Record offline donation.
3. Enter an amount of at least €1.00.
4. Select the source: cash, bank transfer, or other.
5. Enter the effective donation date.
6. Select a project if the page was not opened from a project, and choose the giving category when relevant.
7. Add the donor name, email, message, and postal address when available.
8. Mark the gift anonymous when appropriate.
9. Save the record.

The donor email is optional for an offline entry. An address can still be recorded when the donor needs a receipt. An anonymous cash gift may be recorded without a name or email.

Effective date

The entry has a donation date separate from the time the administrator records it. Use the date the gift was actually received so that reporting and receipt preparation have the right context.

What changes after saving

The offline record can contribute to the project total, donation overview, analytics, CSV export, and receipt aggregation. Its source remains an offline source, so it is not a Stripe payment and has no Stripe payment intent.

Delete an offline record

Only offline records can be removed from the transaction table with the offline delete action. Deleting the entry rolls back its contribution to the project total. An online donation must not be deleted as a substitute for a refund; use the payment-provider refund workflow instead.

Before deleting, confirm the amount, date, source, project, and any receipt implications with the organization’s bookkeeping process.

Continue

• Receipts and certificates
• Refunds and failed payments
• Analytics and export