Manually entering funds you've received from checks, cash, or other sources into your campaign is easy. Here's how to do it.
Navigate to the Transactions tab from the left-hand menu.
Click the green plus sign to add a transaction.
Fill in the appropriate information in the Transactions Editor when it pops up.
If the donation needs to be credited to a specific person, be sure to select his/her name from the referral dropdown.
Note: If you need to edit a transaction that you manually entered, you can do that from the transactions list. Simply click on the pen and paper icon , make your changes, and save. If you need to delete it, click the X icon instead of pen and paper.
Credit card transactions cannot be edited through the Swell Dashboard. If you need to refund or change those, please visit your payment processor's dashboard.
Would you rather watch a video than read the article?
This video will show you how to add offline transactions so they're counted in your total and how to download a csv file containing all of your transactions.
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