Skip to main content

How to Manage Agent Contributions

Campaign Contributions track who's paying for a marketing campaign. You can add a contribution manually within a campaign, manage existing contributions, and download a full campaign statement at any time. This article covers adding, editing, and deleting

To access and add a contribution

  1. Log in to Realhub as an Agent or Office Administrator.

  2. In the campaign, open Quoting & Finance and select Quoting.

  3. In the Contributions panel, click + Add Contribution.

  4. Fill in the fields:

    • Date Received

    • Reference / Receipt

    • Amount

    • Paid by

    • Payment Method

    • Receipt

  5. Click Create Campaign Contribution.

The new contribution appears in the Contributions panel. To add another contribution to the same campaign, repeat this process.

To edit a contribution

  1. Log in to Realhub, either as Agent or Office Administrator.

  2. In the campaign, open the Manage Contribution section. Click the Reference/Receipt of the contribution that you want to edit.

  3. Edit the fields as needed.

  4. Click Update Campaign Contribution.

To delete a contribution

  1. Log in to Realhub as an Office Administrator.

  2. In the campaign, open the Contribution section and click Manage.

  3. Find the Reference/Receipt of the contribution you want to delete.

  4. Click the cog icon next to the price.

  5. Click Delete Item, then click Yes, Delete It to confirm.

The Accounting page refreshes automatically and no longer displays the removed contribution.

⚠️ Important

  • You need Office Administrator access to delete a contribution.

  • Contributions can only be deleted before they've been marked as received.

  • By default, Agents can add and edit contributions, but Office Administrators cannot be assigned to campaigns as agents.

To Download a Campaign Statement

  1. Log in to Realhub as an Office Administrator.

  2. In the left-hand navigation menu of the campaign page, select Quoting & Finances > Accounting.

  3. Click Download Statement.

  4. Select the campaign and download the statement as an .xlsx file.

The file format will look like this

⚠️ Important

  • By default, Office Administrators have full access to Accounting. Agents can view and manage Quotes and Invoices only if the appropriate permissions are enabled in their user settings.

Troubleshooting & Edge Cases

  • Why can't I delete a contribution? Contributions can only be deleted before they've been marked as received.

  • I don't have permission to add a contribution. What do I do? Adding a contribution directly is permissions-gated.

  • What payment methods are available? CampaignAgent (Buy Now, Pay Later), Cash, Cheque, Credit Card, and Electronic Funds Transfer (EFT).

  • A contribution appeared that I didn't add. Where did it come from? Contributions can be added automatically when a payment is recorded against an invoice in Xero, or through a connected finance provider such as CampaignAgent.
    ​

Related Articles
Did this answer your question?