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 
Updated on June 10, 2021

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