Easily identify which transactions in your Stripe and/or PayPal account come from your campaign by pre-labelling them with an identifier.
This will make for quick and easy reconciliation and happy bookkeepers! If you have payments entered into your Stripe and/or PayPal account from multiple sources, this is a good way to quickly and easily identify which ones came from your campaigns.
Click ‘Payments’ and then ‘Transaction codes.’
Organization ID – Do you want to identify a specific organization attached to transactions? This is particularly handy for fiscally sponsored projects or other situations where a third-party organization manages funds and reconciliation.
Default campaign account ID – Account IDs can be entered individually into campaigns to identify which account you’d like to associate it with. However, if you want to set up a default account that will apply to every campaign moving forward, enter it here. This will NOT apply to campaigns already created.
These IDs will appear in your transaction reports.
Don’t forget to save!
