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Product Updates
Engagement Tools
Donations & Payments
Events & Registrations
Volunteers
Peer to Peer
Online Store
Sponsorship
Multi-Tool
Campaigns
Creating a Campaign: Quick Start Guide
Campaign Tool Settings
General Campaign Settings
Campaign Presets
Waivers
Order Settings
Widget Appearance
Landing Page Appearance
Gallery
Updates
Campaign Activity
Messages
Manual Payments & Offline Contributions
Flipcause Merchant Account
Operations
Integration Center
Custom Fields
Reports
Recurring Donor Management
Account
Account Settings
Manage Admins
Website Package
Flipcause LIVE Mobile App
Taking Payments
Checking In Volunteers & Attendees
Flipcause Activity Tracker
Flipcause Integration Services
Security
Data & Privacy
FAQs
General
Accounts
Campaigns
Activity Tracker
Mobile App
Merchant Account
Reports
Website
Fundraising Tips
End-of-Year Giving Guide
Get Support
Table of Contents
Table of Contents
Toggle navigation
Refine
Product Updates
Engagement Tools
Donations & Payments
Events & Registrations
Volunteers
Peer to Peer
Online Store
Sponsorship
Multi-Tool
Campaigns
Creating a Campaign: Quick Start Guide
Campaign Tool Settings
General Campaign Settings
Campaign Presets
Waivers
Order Settings
Widget Appearance
Landing Page Appearance
Gallery
Updates
Campaign Activity
Messages
Manual Payments & Offline Contributions
Flipcause Merchant Account
Operations
Integration Center
Custom Fields
Reports
Recurring Donor Management
Account
Account Settings
Manage Admins
Website Package
Flipcause LIVE Mobile App
Taking Payments
Checking In Volunteers & Attendees
Flipcause Activity Tracker
Flipcause Integration Services
Security
Data & Privacy
FAQs
General
Accounts
Campaigns
Activity Tracker
Mobile App
Merchant Account
Reports
Website
Fundraising Tips
End-of-Year Giving Guide
Get Support
Refine
Product Updates
Engagement Tools
Donations & Payments
Events & Registrations
Volunteers
Peer to Peer
Online Store
Sponsorship
Multi-Tool
Campaigns
Creating a Campaign: Quick Start Guide
Campaign Tool Settings
General Campaign Settings
Campaign Presets
Waivers
Order Settings
Widget Appearance
Landing Page Appearance
Gallery
Updates
Campaign Activity
Messages
Manual Payments & Offline Contributions
Flipcause Merchant Account
Operations
Integration Center
Custom Fields
Reports
Recurring Donor Management
Account
Account Settings
Manage Admins
Website Package
Flipcause LIVE Mobile App
Taking Payments
Checking In Volunteers & Attendees
Flipcause Activity Tracker
Flipcause Integration Services
Security
Data & Privacy
FAQs
General
Accounts
Campaigns
Activity Tracker
Mobile App
Merchant Account
Reports
Website
Fundraising Tips
End-of-Year Giving Guide
Get Support
Home
Glossary
Product Updates
Text-to-Give
Flipcause Webhook Integration
Engagement Tools
Donations & Payments
Donations & Payments Overview
Adding and Editing Donation Levels
Change Tax Deductible Settings
Donations & Payments: Advanced Settings
Set Start and End Dates for Recurring Payments/Donations
Recurring Donations FAQ
Allow Recurring Supporters to Edit their Payment Amount
Edit Recurring Donation Amount (Supporter Guide)
Promo Codes for Recurring Payments
Payments: Membership
Donations & Payments Upgrades
Events & Registrations
Virtual Fundraising & Events During Coronavirus
Registration: Intro, Ideas, and Templates
Events & Registrations Tool Overview
Add Date, Time, and Location to an Event
Set Time Constraints for Registrations
Add Promo Codes
Set Up Bulk Discounted Tickets
Add a Price to a Registration
Events & Registrations: Advanced Settings
Registration Assignments
Add Merch + Donations to Registrations, and much more
Create a Guest List for Your Event
Mobile Donations at Your Fundraising Event
Set Registration Caps for Your Events
Volunteers
Volunteer Tool Overview
Volunteer Upgrades: Shifts, Waivers & More
Volunteer Shifts
Volunteer Tool: Add Custom Fields and Waivers
Create a Volunteer List for Your Event
Volunteer: No Shifts Settings
Check-In/Check-Out Volunteers or Event Registrants via Activity Details
Peer to Peer
Peer-to-Peer: Intro, Ideas, and Templates
Peer-to-Peer Overview
Add a Fundraiser
Invite a Fundraiser
Manually Add a Fundraiser
Add an Offline Contribution to an Individual Fundraiser
Get Email Addresses of Fundraisers
Rename Peer-to-Peer Button and Descriptor
See Activity Per Individual Fundraiser or Peer
Add Peer-to-Peer to Campaigns with Shopping Cart Enabled
Require Fundraisers to Register for Your Event
Become a Peer-to-Peer Fundraiser (Supporter Guide)
Online Store
Online Store Tool Overview
Set an Estimated Delivery Date in Your Online Store
Shopping Cart For Your Online Store
Online Store: Advanced Settings
Sponsorship
Sponsorship Overview
Adding Donations to Sponsorships
Multi-Tool
Multi-Tool Overview
Campaigns
Campaigns Overview
What is a Campaign?
Campaign Sites: Landing Pages, Widgets, and Menus
Campaign Menus
Campaign Widget vs. Campaign Landing Page
Sharing Your Campaign on Social Media
Active, Draft, and Archived Campaigns
Campaign Pre-Launch Checklist
Launching a Campaign
Creating a Campaign: Quick Start Guide
Campaign Tool Settings
Hide Main Campaign About Section From Individual (Peer) Fundraising Pages
Changing Call-to-Action Button Text
Customizing the Thank You Page
Tool Stats
Setting Up Raffle Ticket Sales
General Campaign Settings
Campaign Title & Tagline
Changing Campaign Logo & Thumbnail
Campaign Description
Add a Goal, Progress Meter, and Deadline
Domain Settings (Campaigns)
Search Engine Indexing
Social Media Settings
Turn Off Social Media Sharing
Change Preset Tool Images for Multi-Tool Campaigns
Edit Notification Settings
Add Analytics
Changing Processing Fee Settings
Changing Location & Category
Insert Image Into Campaign Description
Campaign Forwarding
Supporter and Contribution Count Options
Customize Recurring Payment Receipts
Making a Campaign Private
Campaign Presets
Change Organization Information
Customize Credit Card Statement Description in Campaign Presets
Campaign Domain Presets
Waivers
Add a Waiver
Add a Waiver to Entire Order/Campaign
Order Settings
Cart Settings
Information Collection Settings
Add Promo Codes to Any Engagement
Maximum Shipping Cost Per Order
Widget Appearance
Hide the Menu at the top of the Campaign Widget
Campaign Widget Banners
Landing Page Appearance
"Our Other Campaigns" Button on Campaign Site
Call-to-Action Options
Landing Page Banners
Gallery
Gallery Overview
Add Photos to The Campaign Gallery
Add Videos to The Campaign Gallery
Updates
Update Supporters and Campaign
Campaign Activity
All Activity Overview
Manage Activity Feed
Hide Activity on Campaign Widget
Hide Activity Page on Campaign Landing Page Menu
Hide Activity Section on Campaign Landing Page
Hide Individual Activity
Make a Progress Adjustment
Add Your Contact Links to Campaigns
Embedded Campaigns on Mobile
Set Up In-Kind Donations
Requesting a Campaign
Campaign Image Tips
Advanced Settings Overview
Sales Tax
Set Up Memberships
Custom Domains
Determining Fair Market Value
Use of Forms in Flipcause
Chain Actions
Campaign-Specific Reporting
Universal Checkout
Manual Payments & Offline Contributions
Quick Payment: Overview
Log a Cash Quick Payment
Log a Check Quick Payment
Log an Online Payment that Wasn't on Flipcause (third party processor) using Quick Payment
Process a Credit Card Manually Using Quick Payment
Manually Add a Transaction to a Campaign
Logging Offline Payments for the Winning Auction
Flipcause Merchant Account
About Your Flipcause Merchant Account
Merchant Account FAQ
Available Balance and Account Summary
Add a Bank Account
Transfer to Bank
Manage Individual Transactions
Refund a Transaction
Partial Refunds
Pull a Report of Transfers
Download Your Monthly Statement
Automatic Monthly Statement Emails
Reporting Fraudulent Transactions
Exporting Flipcause Transactions for QuickBooks
Failed and Declined Payments
Flipcause Processing Fees & Guaranteed Effective Rate
Operations
Integration Center
Integration Center Overview
Install the Main Flipcause Integration Code
Install the Main Flipcause Code on Weebly
Add a Flipcause Button to Weebly
Directly Embed a Campaign onto your Website
Integrating into Wix
Get a link to your campaign
Third Party Integrations
Add a Donate Tab to Facebook Business Page
Integrate on a website that doesn't support JavaScript
Change the Pop-Up Campaign a Flipcause Button Links To
Adding the Main Flipcause Code to a WordPress Site
Add Webhook URL to the Flipcause Dashboard
Webhook Documentation
Zapier Integration
Custom Fields
Types of Custom Field Responses
Create a Custom Field
Edit a Custom Field
Merge Custom Fields
Add Custom Fields to Order
Add Custom Fields (Questions) to Campaign
Archive and Delete Custom Fields
Custom Fields: Associated Campaigns
Reports
Reports Overview
Activity Tracker vs. Transactional Database
Types of Flipcause Reports
Transactions vs. Activities
Advanced Filtering for Reports
Filter Reports
Print Individual Transaction Details
Download Custom Reports
Create Custom Export Profiles
Add a Contact Record to a Group
Download Transaction Receipts
Re-send a Receipt
Send a Message to a Supporter
Add a Note to a Transaction
Create a Guest List for Your Event
Export a List of Emails for Your Mailing List
Transaction Report Template: "Amount raised on Flipcause for Campaign X"
Reporting Fields
Create a Volunteer List for Your Event
Exporting Flipcause Transactions for QuickBooks
Major Donor Report
LYBUNT, SYBUNT, and Lapsed Donor Reports
Custom Field Reporting
Pull Reports on Businesses and Organizations
Recurring Donor Management
View Recurring Donors
Add a Recurring Donor
Cancel a Recurring Donor
Editing Recurring Donor Information
Cancelled and Failed Recurring Donations
Recurring Donor Migration
Setting the Recurring Donor End Date
Scheduled Maintenance and Downtime
Account
Account Settings
Account Settings Overview
Log In to the Flipcause Dashboard and Access Website Portal
Change Super Admin
Change Super Admin Password
Payment Settings
Change Your Payment Method
Can I Get a Receipt for Our Flipcause Subscription Payment?
Payment Security Settings
Manage Admins
Add New Admin
Login Restrictions
Privilege Profiles
Website Package
Why do you offer a free website with your service?
Is WebPack right for your organization?
How it works and what to expect
Components of a Website
Access Your Flipcause Website Through Website Portal
Going live with your new website
Vistaprint Website Transition Process
Updating your Flipcause Website
Issues Logging into Website Editor
Weebly's Blog FAQs
Website Package FAQs
How to find your domain registrar
Flipcause LIVE Mobile App
Introduction: What is Flipcause LIVE & What Can It Do?
Flipcause LIVE Mobile App FAQs
Event Checklist for Using Flipcause LIVE Mobile App
Taking Payments
Flipcause LIVE: Processing Donations
Flipcause LIVE: Selling Merchandise
Flipcause LIVE: Auction Payments
Manually Charge a Credit Card Using Flipcause LIVE
Add a Cash Payment Using Flipcause LIVE
Add a Check Payment Using Flipcause LIVE
Mobile App Processing Fees
Payment Profiles
Create a Payment Profile
Edit a Payment Profile
Set a Default Payment Profile
Delete Payment Profile
Log Cash & Check While Offline
Checking In Volunteers & Attendees
Flipcause LIVE: Lists - How to Download, Sync, & Remove
Flipcause LIVE: Check-In Volunteers
Flipcause LIVE: Check-In Event Attendees (Registrations)
Mobile App Privileges
Mobile App Update Version 1.7
Mobile App Update Version 1.6
Mobile App Update Version 1.5
Flipcause Activity Tracker
Contact Records Home
Contact Profiles
Contact Tags
Tag Manager
Mass Tagging
Add a Payment from a Contact Profile
Activity Tracker Custom Fields
Relationships
Year-End Tax Receipts
Group Records
Soft Credits
Contact Reporting
Payment Sources
Duplicate Check
Merge Manager
Contact Fields
Documents
Communication History
Transaction Fields
Assign & Reassign Contact ID
Deleting Contact Records
Deleting Group Records
The Flipcause Activity Tracker Match Algorithm, Explained
Send Out Year-End Tax Receipts
Admin Access to Activity Tracker
Creating a Group in MailerLite
Retrieving an API Token (Key) for MailerLite
Flipcause Integration Services
Integration Services
Mailchimp Integration
Constant Contact Integration
MailerLite Integration
Integrating With QuickBooks Online
Adding Address and Phone Number Fields to Mailchimp Audiences
Mailchimp Tags
Benefits of Integration Services
Adding Street Address Field in MailerLite
Importing Flipcause Contacts into Constant Contact, Mailchimp, and MailerLite
Security
Enabling Two-Factor Authentication
Payment Security Settings
Security Settings: Login Restrictions
Data & Privacy
GDPR FAQ and Resources for Nonprofits with EU-Based Supporters
Flipcause Default Reporting Fields
Flipcause Subprocessors List
Flipcause Cookies List
HIPAA Compliance
Why Two-Factor Authentication Is a Must
FAQs
General
Flipcause Website vs. Flipcause Dashboard
Will I receive a notification when someone donates or registers through my Flipcause tools?
Does Flipcause have donation limit?
Is it possible to record a payment that is less than $1 dollar?
How do I report the accurate amount of the donation received as well as the expense of the processing fees?
Flipcause Processing Fees & Guaranteed Effective Rate
Does Flipcause accept foreign transaction? If yes, how much is the transaction fee?
Are the processing fees tax-deductible?
Tax Deductions
Why is the merchant partner campaign not working?
What happened to current active campaigns with the Merchant Partners tool activated?
How does emailing work with Flipcause?
How do I email my supporters?
Does our organization's website need to have SSL Certification?
Can we use one Flipcause Account across multiple websites?
Can you tell me what it means to have someone join a mailing list? What type of info do they receive?
Do supporters have the option to pay through bank transfers?
Can Flipcause be the officiant of our online raffle?
Does Flipcause have Auto Reminder feature for supporters?
Using the Donate Button on Facebook
Is there a way to send an automatic email to the list we have from those who have made payments or used our contact form?
Does Flipcause provide email hosting service?
Can I link my domain email address to Gmail?
Email vs. Web HTML
Do we get a domain with Flipcause? Has Flipcause reserved a domain for us?
How can we increase our visibility on search engines?
How does currency conversion work for international transactions in Flipcause?
Flipcause Cancellation Policies
What are the capabilities of the heat map?
Accounts
I lost my login information. How can I retrieve it?
How can we change our account name?
Can I get a receipt for our payment in Flipcause?
Campaigns
Campaign General
I published a new campaign but when I check the website it doesn't appear. Is there a step I missed?
How can we track our concierge requests?
Why are the thumbnail and text of a campaign not showing properly when sharing in Facebook?
Extend Timer
White-Labeled Custom Domains
When I set a Campaign End Date, does that mean the campaign will become inactive at 12:00am on that Date (beginning of the day), or 11:59pm on that Date (end of the day)?
Generating a QR Code for Your Campaign
Can we change the URL of our donation page?
Donations & Payments
Is it possible to make the zip code optional when someone is making a donation?
Does Flipcause have tribute donation? / Can a donor make their donation as a gift in someone’s name?
Will recurring donations continue even if we archive the campaign?
Events & Registrations
Is it possible to test a registration campaign?
Is it possible to create password protected tickets in registration campaign?
How can we register someone to our campaign without charging them?
Volunteers, Peer to Peer, & Online Store FAQs
Is it possible to set the Number of Hours Requested Per Shift to 1.5 for volunteer campaign?
Does Flipcause support donor or employer matching campaigns?
Activity Tracker
Is there a way to email our contact list through Flipcause Activity Tracker?
What is the difference between a group and a tag?
What is the difference between a Custom Field and a Tag?
Regarding the CRM Capabilities of Flipcause
Mobile App
Does Flipcause have a card reader that can be used on mobile devices for payment at an event?
Merchant Account
How can we locate records of bank / fund transfers?
Why haven't I received my funds in my bank account?
How do we collect funds from peers / individual fundraisers / campaigns?
Why are our funds on pending?
Does Flipcause have a fund transfer notification?
What name will it show when we transfer money into our bank account?
Is it possible to generate merchant account statements earlier than the 10th of the month?
How Flipcause Merchant Account Differs from Venmo
Reports
How can we view offline donations?
Is it possible to generate a report filtered by donation amount?
Is it possible to run a report to view upcoming expiring credit cards?
Is there a way to limit the access to reports section?
Can we have a total amount of donation transaction when exporting a printed or emailed report?
Is it possible to stop canceled registrations from showing in our reports?
Does Flipcause have export history in dashboard?
Do you have statistics on how long it takes for an average Peer-to-Peer campaign to gain traction?
Website
How do we add an image to the photo gallery?
Can we embed a calendar on weebly?
Can we add a popup in our website for email subscription?
Is it possible to create a secured page on our website?
Can we add a Tumblr Feed in Weebly?
Can we see a ‘blog summary’ on another page of our website?
Does Weebly have customer support?
How to use Weebly Apps in our website editor
Fundraising Tips
Dealing With Fraudulent Transactions
Creating a Successful Peer to Peer Campaign through Storytelling
Running a Successful Crowdfunding & P2P Campaign
Springtime Events on Flipcause
The Ingredients of a Successful P2P Fundraiser
End-of-Year Giving Guide
Tips for a Successful #GivingTuesday
Getting Ready for a Seamless End-of-Year Event
Creating an Impactful End-of-Year Appeal
Get Support
Request Services
Launch Campaign Using Concierge
Request Website Updates
Enabling Cookies (Required for Flipcause Campaigns)
Home
FAQs
Merchant Account
How can we locate records of bank / fund transfers?
Last Modified on 08/18/2022 9:03 am PDT
To pull a report on fund transfers:
Go to the
Account Summary
section of the
Dashboard
.
Go to the
Merchant Account Records & Reports
tab.
You can select from the drop-down menu of the
Choose Record Type
= Posted Transfers
Choose Date Range
=
[Fill in your date range]
Click the
Generate Report
button.