➕ 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
Go to the “Transactions” tab in your Qomon dashboard
Click “Add a transaction”
Choose to either:
Search for an existing contact, or
Create a new contact by entering their details
🏦 If you’re adding a donation:
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)
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)
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.