Edit Donations

  1. Go to People, then click on “Manage Donations” found in the sidebar under Donors 
  1. Optional: Apply filters to display the desired donations 
  1. Mouse over the Options icon to the left of a donation 
  1. Select “Edit” 
  1. Make the desired changes to the donation:
    • Receipt number (read only), name for receipt, donation date, amount, donation program, donation source, donation type, comments, gift aid (UK only), appraised by, in kind description, online payment ID (read only), online transaction ID (read only) 
  1. Click the [Save] button 

Warning: If the Donation Program is updated here, it will only affect the selected donation entries. Future recurring donations will be donated to the program that the subscription is currently associated with.

To change the program that future donations are attributed to, update the Donation Program for the recurring donation subscription on the Manage Recurring Donations Page or within the Donor’s profile through Donations >> Subscriptions.

Updated on February 16, 2024

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