If you need to edit a giving transaction 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, and date, add or edit notes, or change the batch.
Modify a previously entered giving transaction
- Locate the giving transaction you'd like to modify.
- Click on the amount given to bring up payment details.
- In the bottom left of the payment details window, click the "Edit" button.
- Make your desired changes and click "Save Changes."
This option will only be available if your account has permission to edit contributions.
Modify a previously entered giving transaction given to multiple funds down to one fund:
- Locate the giving transaction you'd like to modify.
- Click on the amount given to bring up payment details.
- In the bottom left of the payment details window, click the "Edit" button.
- Select "Add Additional Funds" and then the "X" next to each fund you want to delete.
- Make your desired changes and click "Save Changes." (update the amount given to the funds if deleting funds).