Product is what the donor is paying for when they make their contribution. Normally it would be a Donation, but could also be a Subscription (e.g. if you have a membership scheme), a Raffle ticket, a Book.

Products are set up and managed within the Settings area. Within the Product'ss settings you can assign:

  • If it is Active or not
  • The eligibility for Gift Aid at the Product level 
  • A default Fund (optional)
  • Accounts Interface Code - this will be exported as part of the Accounts Download process
  • If it should be included in the Giving Summary statistics or not - see Giving Summary Stats
  • Whether it is a Membership Product or not - Setting Up Membership Products

There are no limits to the number of Products that can be created. 


To add a Product

  • Open Settings > Configuration > Products

  • Click on the + icon to the right of the screen and the form below will be displayed:

  • Enter the description for the Product being added
  • Ensure it is set to Active
  • Add the additional detail as required:
    • Default Fund
    • Potential Gift Aid-able
    • Accounts Interface Code
    • Inclusion for Giving Summary stats
  • Click on Save Changes


The Product will then be available for use when adding a Transaction to your Donorfy. The field selection for the Product is within the Transaction Allocation section:




Reporting on Products in Transaction Lists

Products can be used within a Lists Filter options and added as a field In your List, for example:


To add the data field, click on the data field selector icon, and type 'Product' into the search field - the options will then be displayed:


The Donorfy Academy features a learning course for Financial Settings - enrol here


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