---
schema_version: "1"
id: d9b2e039434beccfc61a565b36abdcbd14a7846634c146ada4879927aca979d1
title: Create a Gift Transaction in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_create_a_gift_transaction.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_create_a_gift_transaction.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6573690b937d1945be3d90056e1a2eae1fb3d2fcf3f1720be94f77973c925872
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:
  - Nonprofit
release: "264"
---
# Create a Gift Transaction in Nonprofit

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="d29720e36">REQUIRED EDITIONS</th>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d29720e36 ">Available in: Lightning Experience</td>

        </tr>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d29720e36 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
              <strong>Developer</strong> Editions with Nonprofit 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="d29720e82">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29720e85">&nbsp;</th>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29720e82 ">To create a gift transaction:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d29720e85 ">
            <p style="margin-bottom:0;" dir="ltr">FundraisingAccess permission set</p>
          </td>

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

1. From the App Launcher (![App Launcher](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/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-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/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-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/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.