Editing a Contribution

If you need to edit a contribution that has already been entered, you may do so with just a couple of steps! 

You can edit the person/donor, the amount, fund(s), method, date, add or edit notes, or change the batch.

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Modify a previously entered contribution

  1. Locate the contribution you'd like to modify.
  2. Click on the amount given to bring up payment details.
  3. In the bottom left of the payment details window, click the "Edit" button. 
  4. Make your desired changes and click "Save Changes."
This option will only be available if your account has permission to edit contributions.

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Modify a previously entered contribution given to multiple funds, down to one fund:

  1. Locate the contribution you'd like to modify.
  2. Click on the amount given to bring up payment details.
  3. In the bottom left of the payment details window, click the "Edit" button. 
  4. Select "Add Additional Funds" and then the "X" next to each fund that you want to delete.
  5. Make your desired changes and click "Save Changes." (make sure to update the amount given to the funds if deleting funds). 

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