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How to manually add a transaction

Log donations and memberships directly from your Qomon dashboard. Here’s how.

Clare Atreo avatar
Written by Clare Atreo
Updated this week

➕ When to add a transaction manually

You can manually add a transaction when:

  • A donation is received in-person (e.g. at an event)

  • A membership is paid by cheque, cash, or another offline method

  • You’re entering historical contributions for tracking purposes


✅ Steps to add a transaction

  1. Go to the “Transactions” tab in your Qomon dashboard

  2. Click “Add a transaction”

  3. Choose to either:

    • Search for an existing contact, or

    • Create a new contact by entering their details


🏦 If you’re adding a donation:

  1. You’ll first be asked to fill in the Transaction Information:

    • Payment method (e.g. cash, check, etc.)

    • Amount

    • Campaign code (optional – to track donations by campaign or effort)

    • Operation date (the date the donation was received)

  2. Next, select Donation as the transaction type.

    Then, you’ll be prompted to complete the Donation Details:

    • Kind of donation: One off or Recurring

    • Amount (pre-filled, but can be adjusted)

    • Assigned to (optional – this refers to affectation)

    • Comment (optional)

  3. Click Add to review the donation, then click Finish to save the transaction.


🪪 If you’re adding a membership:

Follow the same steps, but when you reach the transaction type:

  • Select Membership

  • Choose the membership type and fee

  • (Optional) Add a comment

  • Review and click Finish

⚠️ Haven’t set up membership types yet? Read this article or contact support to get started.

👉 Want to add a second person to the same membership? Read this advanced use case article to learn how and why to add a beneficiary.

Questions? Contact us via [email protected].

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