If errors were made when a donation was initially entered into the system, you can edit the information in the donation (e.g. donation date, amount) to ensure accuracy.
- Navigate to the Donations page.
- The fields available for editing are dictated by the status of a donation (posted or unposted) and the payment method (shown under the Type column on the Donations page).
- Unposted donations are found in the New bucket and posted donations are available in the Posted bucket.
- Unposted donations are found in the New bucket and posted donations are available in the Posted bucket.
- The fields available for editing are dictated by the status of a donation (posted or unposted) and the payment method (shown under the Type column on the Donations page).
- From either bucket, click the ID Number of the donation you want to edit.
- Make the necessary edits to the donation.
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The editing functionality for fields depends on if the donation has been posted or not. See the following resources for information on fields that can be edited when unposted and fields that can be edited when posted or unposted.
Editable Fields on Unposted Donations
Fields with Identical Editing Functionality on Unposted or Posted Donations
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Fields that cannot be Edited
- ID - Donation ID.
- Created - Date that the donation record was created in CommunitySuite.
Fields with Different Editing Functionality for Unposted / Posted Donations
- Change Fund
- Campaign
Change Fund
- Unposted Donation - The Change Fund option in the left-side menu will not display for unposted donations. Post the donation to complete the necessary edits.
- Posted Donation
- Navigate to the Donations page.
- Click the ID Number of the posted donation you want to edit.
- Click Change Fund in the left-side menu.
- Select a different Fund from the drop-down, then click Update.
You cannot change the fund for Stripe donations that have been posted. Create a negative cash donation to reverse the donation, then add a new donation to the correct fund.
Campaign
Apply the donation to an active campaign or event.
- Unposted Donation
- Navigate to the Donations page.
- Click the ID Number of the unposted donation you want to edit.
- Click Edit in the left-side menu.
- Select a Campaign from the drop-down menu, then click Update at the bottom of the page.
- Posted Donation
- Navigate to the Donations page.
- Click the ID Number of the posted donation you want to edit.
- Click [add] next to the Campaign field.
- Select a campaign from the Add Campaign window.
