---
schema_version: "1"
id: 406bcdda6ef691259e90a748f628b8cff4415e1f956659b9e4e534ce4c8ef08c
title: Gift Transactions Overview in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_gift_transactions_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_transactions_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9262c63605732746e18ea4b54b692777fa1fb9a175dda615cf976554685a2e97
description: Learn about gift transaction statuses and considerations for tracking donations.
products:
  - Nonprofit
release: "264"
---
# Gift Transactions Overview in Nonprofit

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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6520e103">Original Status</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6520e106">Updated Status</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Original Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e103 ">Unpaid</td>

          <td data-label="Updated Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e106 ">
            <ul>
              <li>Canceled</li>

              <li>Failed</li>

              <li>Paid</li>

              <li>Pending</li>

              <li>Written Off</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Original Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e103 ">Paid</td>

          <td data-label="Updated Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e106 ">
            <ul>
              <li>Failed</li>

              <li>Fully Refunded</li>

              <li>Unpaid</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Original Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e103 ">Failed</td>

          <td data-label="Updated Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e106 ">
            <ul>
              <li>Canceled</li>

              <li>Pending</li>

              <li>Paid</li>

              <li>Written Off</li>

              <li>Unpaid</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Original Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e103 ">Fully Refunded</td>

          <td data-label="Updated Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e106 ">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. </td>

        </tr>
        <tr class="">
          <td data-label="Original Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e103 ">Written Off</td>

          <td data-label="Updated Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e106 ">
            <ul>
              <li>Canceled</li>

              <li>Pending</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Original Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e103 ">Canceled</td>

          <td data-label="Updated Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e106 ">
            <ul>
              <li>Written Off</li>

              <li>Pending</li>

              <li>Unpaid</li>

              <li>Failed</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Original Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e103 ">Pending</td>

          <td data-label="Updated Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d6520e106 ">
            <ul>
              <li>Unpaid</li>

              <li>Paid</li>

              <li>Failed</li>

              <li>Written Off</li>

              <li>Canceled</li>

            </ul>
          </td>

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

## 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.

SEE ALSO

- [Gift Entry and Processing](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_entry_processing.htm&release=264.0.0&type=5 "Enter gifts individually or add them to a gift batch. A gift batch uses a gift batch template that enables you to quickly create gift entries that have the same set of fields.")
- [Gift Designations](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_manage_designations.htm&release=264.0.0&type=5 "A gift designation is a fund that represents a specific purpose for a gift, such as an earthquake relocation fund and a fund for after-school care in an underserved community. Quickly allocate incoming donations to specific funds with gift designations.")
- [Gift Commitments](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_commitments.htm&release=264.0.0&type=5 "Use the Fundraising app to manage all types of gift commitments, both monetary and in kind. You can track gifts for particular opportunities and campaigns, change transaction schedules, and update donation amounts. Automated tasks simplify handling recurring donations. You can also easily monitor upcoming, missed, failed, and recently paid and refunded transactions.")