If errors were made when a donation was initially entered into the system, you can edit the information on the donation record 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 which is 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 which is shown under the Type column on the Donations page.
- From either bucket, click the ID of the donation you want to edit.
- Click Edit in the left-side menu.
- Make the applicable edits to the donation, and then click Update.
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The editing functionality for fields depends on if the donation is posted or unposted. Editable Fields on Unposted Donations and Fields with Identical Editing Functionality on Unposted or Posted Donations contain more information.
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Fields that cannot be Edited
- ID - Donation ID.
- Created - Date that the donation record was created in the system.
Fields with Different Editing Functionality for Unposted / Posted Donations
Change Fund and Campaign fields have different editing functionality for unposted and posted donations.
Change Fund
Unposted Donations
The Change Fund option in the left-side menu will not display for unposted donations. Post the donation to complete the necessary edits.
Posted Donations
- Navigate to the Donations page.
- Click the ID of the posted donation you want to edit.
- Click Change Fund in the left-side menu.
- Select a different fund from the drop-down menu, and then click Update.
You cannot change the fund for Stripe donations that have been posted. Create a negative cash donation to reverse the donation, and then add a new donation to the correct fund.
Campaign
Apply the donation to an active campaign or event.
Unposted Donations
- Navigate to the Donations page.
- Click the ID of the unposted donation you want to edit.
- Click Edit in the left-side menu.
- Select a campaign from the drop-down menu, and then click Update.
Posted Donations
- Navigate to the Donations page.
- Click the ID of the posted donation you want to edit.
- Click [add] next to the Campaign field.
- Click a campaign from the Add Campaign section.