Track and manage your donations effectively using the donation panel, which displays total contributions and revenue. Here's a comprehensive guide to managing donations and donors:

Viewing Donations

1. Access the Donations dashboard to view total donation amounts and revenue
2. Use "View All" to see individual post donations
3. Export data to CSV for detailed analysis
4. Click any donation to see specific details
5. The panel shows the latest 100 donations, with older entries loading on scroll

Donation Details Include:

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

Managing Donors

1. Open Lists and Segments panel
2. Click Donors
3. Search by name or email
4. Use filters to refine results
5. Click profiles to view:
   • First donation date
   • Donation history
   • Contact information
   • Mailing list status

Processing Refunds

Refund steps vary by payment processor:

Squarespace Payments:

1. Open Donations panel
2. Select donation
3. Click View Payment
4. Choose full or partial refund

Stripe:

1. Select donation
2. Click Refund Payment
3. Choose refund amount

PayPal:

• Follow platform-specific refund process

Managing Recurring Donations

To cancel recurring donations:

1. Access donor profile
2. Click Recurring Donations > General Fund
3. View update details
4. Select Cancel Recurring Donation
5. Confirm cancellation

Important Settings

1. Enable customer accounts for:

   • Recurring donations
   • Faster payment processing
   • Secure payment storage
   • Address management

2. Customize confirmation emails through Email Notifications settings

3. Support donors with account access and management issues

Note: Refunded donations remain visible in the panel and cannot be deleted. Canceling recurring donations requires separate steps from refunding.

Related Articles

Previous Articles