- Select Donations from the Home page.
- The fields available for editing are dictated by:
- The Status of a donation (unposted or posted).
- Unposted donations display under the Unposted heading.
- Posted donations display under the Recent heading.
Many fields have the same editing functionality for both unposted and posted donations.
Information on donation fields that are only editable when the status is unposted can be found here.
- Unposted donations display under the Unposted heading.
- The donation Type, or Payment Method.
- Cash
- Check
- In-Kind Donation
- Other Payment
- Public Security
- Stock
- Stripe
- The Status of a donation (unposted or posted).
- Click the ID of the donation you want to edit.
The following donation fields cannot be edited:
- ID - Donation ID.
- Created - Date that the donation record was created in CommunitySuite.
The donation fields below have a different editing functionality for unposted and posted donations:
- Change Fund
- Campaign
Change Fund
Unposted Donation:
The Change Fund button will not display for unposted donations. Post the donation to complete the necessary edits.
Posted Donation:
- Click Change Fund.
- Select a different Fund from the drop-down menu.
- Click Update.
Campaign
Apply the donation to an active campaign or event.
Unposted Donation:
- Click Edit.
- Click the drop-down menu and select a Campaign.
- Click Update.
Posted Donation:
- Click Add.
- Select a Campaign.