---
title: "Adding Individual Transactions"
slug: "adding-individual-transactions"
updated: 2026-08-09T20:20:10Z
published: 2026-08-09T20:20:10Z
canonical: "help.infoodle.com/adding-individual-transactions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Individual Transactions

This is useful when you have simple or complex transactions to enter into a batch. It is designed for situations when you wish to enter a single transaction, or when one amount needs to be split between multiple activities, account codes, memberships, events, or other allocation categories. You can also create a 'collective' transaction — used when a single entity provides an amount on behalf of other people who each require their own receipt.

## Before you start
#### Role Permissions
You will need Finance Admin or Finance User permissions to add transactions. For more information, see [Packages and Views.](/v1/docs/packages-and-views)
****

## How to add an individual transaction

### Step 1: Navigate to the Add Transaction screen

1. Click **Finance** on the Navigation Menu, then click **Transaction Processing**.
2. On the Transaction Processing screen, click **Transactions** and then **Add a transaction**.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-L5387MBQ.png){height="" width=""}

### Step 2: Transaction Settings
1. **Select a Batch** - Choose an existing batch or click **+ New** to create one
    * A batch groups related transactions together (e.g. "Sunday Collections" or "May Donations")
    * For more details on batches, see [Adding a Batch](/v1/docs/adding-a-batch)
![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-SZZ2PRFB.png){height="100" width=""}

2. **Select a Bank Account** - Choose the account where this money was received

3. **Collective Transaction** (optional)
    * Tick **Allow line-specific recipients and receipt settings** only if different people in this transaction need different receipting options (e.g. some want receipts, some don't)
    * For handling multiple people within one transaction, see [Adding a Collection of Transactions](/v1/docs/adding-a-collection-of-transactions)

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-BC7VCVAP.png){height="" width=""}

## Step 3: Transaction Info
Fill in the transaction details:
1. **Date** (required) - Enter the date the money was received (or the date on the cheque). Click the calendar icon to select a date.
2. **Who presented this transaction** (required) - Search for the person or organisation who gave the money by typing their name, email, or contact ID. infoodle will show matching contacts as you type.
3. **Who to receipt** - Choose how to issue the receipt:
    * Receipt the individual - Receipt in the donor's personal name
    * Receipt the household - Receipt in the household name (if the donor is part of a household)
    * No Receipt - Mark as no receipt required
     
 4. **When to receipt** - Select when the receipt should be sent:
    * **One-off** - Receipt immediately
    * **Combined** - Hold and receipt at year-end (used for filtering on the Receipts screen)

5. **Note** (optional) - Add any relevant notes about this transaction

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-3PFZV31R.png){height="" width=""}

### Step 4: Payment Method
Under the Payment Method section:
1. **Select payment method**(required) - Choose from the dropdown:
    * **Cheque** - Enter cheque number and branch code
    * **Cash** - No additional fields
    * **Card** - Select card type
    * **Bank transfer** - Enter reference details
    * **Direct debit** - Enter reference
    * Other methods as configured in your system

**Note:** Never store full credit card details in infoodle for security compliance.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-PWPRAETX.png){height="300" width=""}

### Step 5: Transaction Details
Under the Transaction Details section:
1. **Total Amount** (required) - Enter the total amount received. infoodle will calculate a running total as you add transaction lines below.
    * The system displays "Auto-calculated total: $X.XX" as reference
    
2. **Transaction Line 1** - Define how the money is allocated:
    * **Type** - Currently set to "Account code" (the default allocation category). This controls what the money is credited against.
    * **Coding** (required) - Select the account code, stock code, event, membership, or campaign you're allocating the money to. Click the dropdown and choose from your configured codes.
    * **Amount** - Enter how much of the total goes to this line item
    * **GST?** - Tick if this line is GST-applicable
    * **Tax rebatable?** - Tick if the transaction is tax-deductible (for tax reporting)
    * **Campaign** (optional) - Link the transaction to a campaign for reporting purposes

3. **Adding Multiple Lines** - If the total needs to be split across multiple account codes or campaigns:
    * Click **+ Add Split** (the purple button)
    * A new transaction line will appear
    * Fill in the coding, amount, and other details for the second allocation
    * Repeat as needed

**Important:** The sum of all line amounts must equal the Total Amount at the top. The system will not let you save until amounts match.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-25GBNRS7.png){height="" width=""}

### Step 6: Save the Transaction
Once all fields are complete and amounts balance:
1. Click **Save Transaction** (green button, bottom right)
2. The transaction is saved to the batch
3. If receipting is enabled, you'll be prompted to proceed to the Receipts screen

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-4TWPUZGZ.png){height="40" width=""}

:::(Info) (Next Steps:)
[Receipts](/v1/docs/receipts)
:::

:::(Info) (Related articles)
[Adding a Batch](/v1/docs/adding-a-batch)
[Adding a Collection of Transactions](/v1/docs/adding-a-collection-of-transactions) - for when one person brings donations on behalf of multiple people
[Transaction Details](/v1/docs/transaction-details)
:::