Editing a Giving Transaction

Need to adjust a giving transaction after it's been entered, perhaps to reclassify non-deductible giving as deductible? This article makes it easy, offering a few simple steps to modify donor information, amounts, funds, or dates, including how to navigate from non-deductible to deductible contributions. Discover how to access the payment details window for efficient transaction adjustments, ensuring your records are accurate and compliant. Whether it's changing the donation details or consolidating funds, learn how to seamlessly edit giving transactions with the necessary permissions.

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

1. Locate the giving transaction 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."

Modify a previously entered giving transaction given to multiple funds down to one fund:

1. Locate the giving transaction 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 you want to delete.
5. Make your desired changes and click "Save Changes." (update the amount given to the funds if deleting funds). 

The second half of the following video taken from Breeze University explores further the process of editing a giving transaction in Breeze.

For access to more Breeze instructional videos, please visit the Breeze University page at www.breezechms.com/university.