Guide: Payments, Reconciliation, and Supporter Services in WeGive

💳 Payments Overview

All donations and transactions are tracked under the Payments > All Payments tab. This table gives you a comprehensive view of incoming revenue, refunds, test transactions, and more.

Key Actions:

• Filter by type (e.g. recurring, service revenue), date range, amount, fund, status, or method

• Icons:

  • Green check: Success

  • Orange clock: Pending

  • Red X: Failed

  • Blue icon: Test transaction (from preview mode)

  • Payment Method: Card, Bank/ ACH, WeGive G (offline) 

• Click donation amount to open full payment details

From the Payment Detail View:

• View timestamps for initiation, success, failure, refund

• See designation, payout ID, processor ID, and origin URL

• Download receipts

• Refund or edit donation details

• Editing allows you to change: donor, designation, campaign, recurring plan, pledge, date, visibility, etc.

• For failed payments: view the "description" field for error reason (can be sent to donor via "Failed Payment" triggered message using the description variable)

♻️ Recurring Plan Management

If a payment is tied to a recurring plan, scroll to the Recurring Plan section on the payment detail page. Click the Recurring Plan ID to:

• View installments, frequency, and next/last processed date

• Edit plan details (amount, method, schedule)

• Add/update payment method

• Charge a one-time missed installment

• Pause, cancel, or archive a plan

Tip: Pausing indefinitely allows donors to restart in the future. Archiving permanently ends the plan.

📄 Supporter Profile Management

Click on any donor's name to view their Supporter Profile. Navigate through tabs:

Engage Tab

• Message history

• Login access to donor portal

• Tags and impact content

• Communication list preferences

• Global opt-outs

Info Tab

• Mailing & billing address

• Preferred contact information

• Recent actions and in the platform

• Audit & integration logs (CRM sync info)

Related Tab

• Donations, recurring plans, pledges

• Payment methods on file (green check = primary)

• Fundraisers, event registrations

• Tax documents, custom answers, checkout sessions, soft credits

Actions Dropdown

• Edit donor info

• Record offline donation (e.g. check or cash)

• Charge donor (via virtual terminal)

• Add payment method or login

• Tag, merge, or pledge creation

💸 Payouts & Reconciliation

To reconcile incoming funds:

• Go to Payments > Payouts

• Click into a payout to view:

  • Gross amount, fees, net revenue

  • Designated funds, transaction count

  • Related donations

• Click Export for a CSV summary

• Visit Data > Exports to download the file

This export provides a detailed breakdown of all transactions within that payout window for your accounting team.

✅ Setup Checklist