---
schema_version: "1"
id: 54da005b830f06e2fadf7ee9b6d926015bdd1234003a3a0564db79a489a43c0b
title: Create a Gift Transaction in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_create_a_gift_transaction.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_create_a_gift_transaction.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fe4e01a862a05fe175781f9641483c07a4124c546056a5afdb776fdb39992473
description: Create a gift transaction for a one-time gift payment, an installment of a gift commitment, if an installment doesn’t exist, or for a non-revenue gift. Fundraising automatically creates a gift transaction when you create a gift entry or schedule a gift commitment.
products:
  - Education Cloud
release: "264"
---
# Create a Gift Transaction in Education

Create a gift transaction for a one-time gift payment, an installment of a gift commitment, if an installment doesn’t exist, or for a non-revenue gift. Fundraising automatically creates a gift transaction when you create a gift entry or schedule a gift commitment.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d14594e36">REQUIRED EDITIONS</th>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e36 ">Available in: Lightning Experience</td>

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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e36 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>,
              and <strong>Developer</strong> Editions with Education Cloud</p>
          </td>

        </tr>
      </tbody>
    </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d14594e85">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d14594e88">&nbsp;</th>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e85 ">To create a gift transaction:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d14594e88 ">
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_editions_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.">Modified Education Cloud Full Access permission set</a></p>
          </td>

        </tr>
      </tbody>
    </table>

1. From the App Launcher (![App Launcher](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/resources-product/images/fundraising/icon_applauncher.png)), find and select **Gift Transactions**.
2. Click **New**.
3. Specify these details.
    1. Specify a name for the transaction record.
    2. From Gift Type, select ​**Individual**​ or ​**Organizational/Household**​.
    3. ​ ​Select a donor.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
        
        Note For an Individual gift type, select a person account as the donor. For organizational/household, select a business account. ​
    4. Complete the payment information for the gift transaction. If you're logging this transaction days after receiving it, you can backdate the transaction to the date on the check or the date it was received.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
        
        Note A payment method of ACH or credit card, and at least the Last 4 field populated, adds a payment instrument lookup to the schedule. This lookup creates a payment instrument record if none previously existed.
    5. ​ ​In **Original Amount**, enter the amount of the gift transaction.​ ​To record a non-revenue transaction, set the payment amount to zero.
4. Save your changes.