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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Comments

7 comments
  • Is there any way to change more than one contribution at a time? For example: I often need to change the date or the batch number on 20 contributions that were entered in error. Or to delete 20 contributions. Right now takes a lot longer to fix an error than it did to enter the entire batch in the first place.

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  • Hey @brydonmarks!

    At this time, there is not another easy breezy way to do that besides one at a time. I know this can be frustrating! I have had to do this multiple times, and I understand the time it takes. This is something that I have brought to the teams attention as I know that you are not the only one who has had this same issue. Feedback just like this is how we improve. Thank you for reaching out, this is most helpful to us! 

    While this may not be the information that you were hoping for, I do hope it's been most helpful.

    Blessings! 

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  • Thank you! It's helpful to know that you guys are considering it... And it's also helpful to know there's not a way right now and I can stop looking for it. :)

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  • You are most welcome! Happy to serve! Please let us know if you need any additional support. 

    Happy Breezing! 

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  • Emily, is there a way to remove a contribution from a batch?  I accidentally added a check to a batch that shouldn't be there.  Thanks!

    Elizabeth

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  • Hey @embh79

    Yes. You can edit the contribution and change the batch to the correct one.

    Hope this is helpful:

    Editing a Contribution

    Happy Breezing! 

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  • Editing in batch mode would still be helpful. I have a number of entries for multiple members that need the same change made to them.

     

    Kenny

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