Editing a Giving Transaction

If you need to edit a giving transaction that has already been entered, you may do so with just a couple of steps! Whether adjusting donor information, amounts, funds, or dates, it's a straightforward process. Learn how to navigate the payment details window and utilize the "Edit" button for seamless modifications. 

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

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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."
This option will only be available if your account has permission to edit contributions.

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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). 

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