Editing an Online Contribution that was given to the wrong fund

Overview:

Sometimes a person will give a donation online and will select the wrong fund. To fix this, you must edit the contribution within Breeze. This article explains what happens and some possible solutions. 

Confusion arises because the contribution is edited in Breeze but it doesn't edit the gift in the transfer history report. 

 To Edit an online contribution:

  1. Edit the contribution 
  2. Choose one of the options below:
    1. Add a note to the batch name if desired to help when reconciling the online giving batch and the transfer history report.
    2. Add a note to the contribution to indicate the fund was changed due to the wrong fund being chosen when the online gift was given.  
  3. The transfer history report will not change when you edit the online contribution in Breeze. 
  4. Editing the contribution only changes the information in Breeze and has no impact on the original contribution or the transfer history. 

 

 

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Comments

2 comments
  • Hello,

    I am new to Breeze and I am enjoying the transition from my older software.

    I was reviewing the online giving and noticed the Stripe fee entry. It is allocated to the incorrect fund, but I can't seem to find out how to edit it in the support library.

    Thanks for your help with this matter. 

    Colleen Micklethwaite

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  • Hi @office!

    First off, welcome to Breeze! I'm glad to hear that you are enjoying using it so far!

    Concerning the Stripe fee entry, I'm going to follow up with you via an email - it'll be easier and more beneficial to continue chatting about this there! Be watching for an email from me soon!

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