Settlement status shows whether funds from a transaction have been received in your bank account. Monitoring this status helps ensure all expected donations are properly processed.
Step 1: Access contribution records
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Navigate to the contact's record
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Click the Contributions tab
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Locate the contribution you want to check
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The Settlement Status field shows the current status
Step 2: Understand different status types
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Pending: Transaction is processing but funds haven't transferred yet
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Settled: Transaction is complete and funds have been received
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Failed: Transaction was not completed successfully
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Refunded: Transaction has been reversed and money returned to donor
Step 3: View detailed settlement information
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Click on the contribution to open the full record
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Look for the Settlement section
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Check the Settlement Date field for when funds were received
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Review any Settlement Batch information if applicable
What else do you need help with?
- Understanding Contribution Basics
- How do I update settlement status manually?
- How do I run settlement status reports?
- How do I troubleshoot settlement status issues?