Gift Transactions Overview in Education

Learn about gift transaction statuses and considerations for tracking donations.

REQUIRED EDITIONS
Available in: Lightning Experience
Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions
Nonprofit Cloud: Enterprise, Unlimited, and Developer Editions

Update the status of a gift transaction to indicate its current state. You can update custom fields to any status. The gift transaction status supports these updates.

Original Status	Updated Status
Unpaid	Canceled Failed Paid Pending Written Off
Paid	Failed Fully Refunded Unpaid
Failed	Canceled Pending Paid Written Off Unpaid
Fully Refunded	If the current amount is more than zero, you can change the status to any status. You can’t change the status of a fully refunded transaction.
Written Off	Canceled Pending
Canceled	Written Off Pending Unpaid Failed
Pending	Unpaid Paid Failed Written Off Canceled

Gift Transaction Considerations

Review these considerations for how gift transactions affect other objects and records.

When the payment method of a gift entry is cash or check, the created transaction status becomes paid. For payment methods other than cash or check, the created transaction status becomes pending.
Changing the currency ISO code of a gift transaction in a multicurrency org doesn’t change the currency ISO codes of the related records. This change can cause discrepancies between the amount values for the transaction and for the related records.