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Overview

Archiving a payment takes it out of your everyday Payments list, but it does not delete it. The record is kept and you can restore it at any time, so archiving is not a one-way action. This guide shows how to archive payments, how to find archived payments, and how to restore them.

Archive from the Payments table

  1. Go to Payments.
  2. Tick the checkbox next to each payment you want to archive.
  3. Click Archive in the bar that appears above the table.
  4. Confirm in the dialog.
To archive a single payment, you can also right-click its row and choose Archive. The Payments table offers Archive for any payment that is not already archived, whether it came from an online gift or was entered manually.

Archive from a payment’s own page

Open the payment and use the actions menu on the payment page. This menu only offers Archive (and Restore) for manually entered payments that are not test payments. Online payments, such as card or bank gifts processed through WeGive, and test payments do not show Archive on their own page. If you do not see it there, go back to the Payments table and archive the payment from the table instead.

Find archived payments

Archived payments are hidden by default.
  1. On the Payments table, click the filter icon.
  2. Search for View and choose it.
  3. Pick All, Active or Archived. Choose Archived to see only archived payments.

Restore an archived payment

  1. With the View filter set to Archived, tick the checkbox next to each payment you want to bring back.
  2. Click Restore in the bar above the table. You can also right-click a single row and choose Restore.
  3. Confirm in the dialog.
The payment returns to your Active list. Restoring is available for archived payments in the table, including manually entered ones. A manually entered payment that you archived can also be restored from its own page. Note: Restore is only offered while the View filter is set to Archived, and Archive is hidden in that same view because the payments are already archived.

If you can’t see Archive or Restore

Archive and Restore depend on your role. You need delete access for transactions. If the option is missing, ask an administrator to check your role. See Understanding Team Roles & Permissions.

Archive is not a refund

Archiving only hides the payment record from your lists. It does not return money to the supporter. To refund a payment, see How to Refund a Payment in the Dashboard.
Last modified on November 5, 2026