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

13 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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  • Can I go back into a batch from another month and reopen that batch number to add another entry?

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  • Hey @finance!

    I'm so glad you asked this! Yes, you absolutely can do that! :) This would be done from the "Add Contributions" screen.

    1. Navigate to "More" > "Contributions."
    2. On the right side, under "Current Batch," you can click the batch number and navigate back to the batch number that you want to add this entry too.
    3. Type and select the person who gave the contribution.
    4. Type in the amount given.
    5. Click "Add Contribution."
    6. After adding this contribution, you can re-close that old batch by clicking "Close Batch" underneath the number on the right side.

    Here is a short video showing you how to do this as well: https://a.cl.ly/kpu7Q7Do 

    I hope this helps!

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  • Is there an easy way to change all donations in the same batch to a different date?  

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  • Hi @Sheripine,

    This is Annie with Breeze! Its great to hear from you and thanks for asking if there is an easy way to change all donations in the same batch to a different date. That's a great question!

    I do truly wish there was a way to do this, though right now there is not a way that is very breezy! 

    We do have one potential solution of downloading the batch, editing it in excel, then re-uploading it into Breeze, and deleting the contributions of the old batch. If you are interested in that, you can follow the instructions on this article.

    I do hope this is helpful! 

    Blessings,

    Annie

     

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  • I would like to change the person on an ACH contribution.  Can I do that?  What is the purpose of the "X" next to the name on the form for editing payment details?

    Thank you!

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  • Hey @jreitsema02!

    These are great questions!

    If you are just wanting to edit the profile attached to the ACH contribution record from one profile to another within the batch, you can absolutely do that! You will just need to click on the contribution amount, hit "Edit" in the bottom left, click the "x" to the left of the profile, add the correct profile, and then save your changes in the bottom right. :) 

    If the payment information as a whole is associated with the wrong person in Breeze, then you will actually need to un-associate this ACH contribution within the "Online Giving" section. That way, next time that person gives via ACH you can associate them with the right person. You can learn more about this here: Associating Contributions With Profiles

    As far as what the purpose of the "X" next to the name on the "Payment Details" form is, if you are referring to the "Payment Details" screen shown above, that "x" will allow you to remove the person attached to the contribution record, and attach a new person to that contribution record.

    Additionally, if this doesn't fully answer your questions, please email us at support@breezechms.com, and we will be more than happy to assist further! 

    I hope this helps! :) 

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