Managing donations received through donation blocks is simple with the donations panel. Here's everything you need to know about handling contributions and revenue effectively.

Viewing Donations & Reports

Access the Donations dashboard to:

• Review total contributions and revenue
• View individual contributions in the Contributions panel
• Export donation data to CSV
• See detailed information for each contribution

The Contributions panel shows the 100 most recent donations, with older entries loading as you scroll down.

Contribution Details Include:

• Date and time
• Donor contact information
• Billing address
• Payment details
• Contribution amount

Managing Donors

Find and manage donors through the Lists & Segments panel:

1. Open Lists & Segments
2. Click Donors
3. Search by name or email
4. Use filters to narrow results
5. Click on donors to view their profiles

Donor profiles display:

• First donation date
• Complete donation history
• Contact information
• Email Campaign subscriptions

Processing Refunds

Issue refunds through your payment processor:

Squarespace Payments:

• Click View payment
• Select Issue refund
• Choose full or partial amount

Stripe:

• Click View payment
• Select Refund Payment
• Choose refund amount

PayPal:

• Access PayPal dashboard
• Follow standard refund procedure

Note: Refunded donations remain visible in the Donations panel.

Managing Recurring Donations

To view/cancel recurring donations:

1. Access donor profile
2. Click Recurring
3. Select General fund
4. Review renewal details
5. Click Cancel recurring donation if needed

Important Settings

Donation Confirmation Emails:

• Customize through Customer email notifications

Customer Accounts:

• Required for recurring donations
• Enables faster checkout
• Stores payment methods and addresses
• Helps track donor information

Remember: You're responsible for assisting donors with account-related issues and maintaining donor relationships.

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