Charitable Documentation

Learn how to make the most of Charitable with clear, step-by-step instructions.

Changing a Donation’s Status

There are two ways to change a donation’s status in Charitable.

1. Update donations in bulk

Managing donations in bulk
You can change multiple donations status at once via the Donations page
  1. In your WordPress dashboard, go to CharitableDonations.
  2. Tick the box next to each donation that you would like to update.
  3. Change the “Bulk Actions” dropdown to the status you would like to change the donations to.
  4. Click Apply to update all of the selected donations.

2. Update individual donations

Single donation page in the dashboard
View donation details Just toggle the status to change it
  1. From the Charitable Donations page, click on the “View Donation Details” link for the donation you would like to view.
  2. On the next screen, change the donation status by selecting the status you would like to change it to. The page will automatically reload.

 

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