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
Before adding a transaction, make sure you have the role that allows you to do so. Learn more about roles and permissions in Qomon.
📖 Steps to add a transaction
Go to the “Fundraising” tab and the "Transactions" view.
Click “Add a transaction”
Choose to either:
Search for an existing contact, or
Create a new contact by entering their details
🏦 Fill in the transaction information:
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)
You can then choose to add the transaction to the previously selected contact, or add it to a different contact if the first contact is paying on behalf of someone else.
Select the transaction type: Donation or Membership.
If it's a Donation, complete the Donation Details:
Kind of donation: One-off or Recurring
Amount (pre-filled, but can be adjusted)
Assigned to (optional)
Comment (optional)
If it's a Membership, follow the same steps up to the transaction type selection, then:
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.
✅ Validate the transaction:
Once you've filled in all the information, click "Finish" to save the transaction.
💡 Note: If the "Finish" button is greyed out, it means some information is missing. For example, if the allocated amount is lower or higher than the amount entered.
Questions? Contact us via [email protected].