Updating Transactions
For the most part when we talk about updating a transaction we're talking about updating donor contact data. But within the donation detail page you may also:
- edit tributee info,
- correct a comment,
- update payment information (in recurring payment section only),
- change program designation (see related article)
- refund a payment
- monitor for fraudulent transactions, or
- monitor for declined transactions and contact the donor as necessary
Important: You may update or change most details in a transaction, but first determine whether it is a one-time transaction or a recurring payment.
If one-time:
- Go to Transaction Reports. (see Figure 1)
- Find the transaction using the search fields on the left or the one-click drop down list.
- Click on the transaction ID to get into the detail page.
- Complete your updates and click "Save Changes."
- The amount of a one-time donation is not editable. If a refund is required, use the refund link in the summary page. Credits may be used to refund all or just a partion of the donation. See the related article for additional information.
If recurring:
- Go to Recurring Transactions. (see Figure 2)
- Find the transaction using the search fields on the left or the one-click drop down list.
- Click on the transaction ID to get into the detail page.
- Change the frequency or cancel the transaction using the "recurs" drop down menu.
- Change the donation amount and/or the Cover The Fee amount in the fields provided.
- Complete your updates and click "Save Changes."
- Changes to a recurring record will only affect future transactions, not historical data.
For additional information about managing recurring donations please see the Help Guide section "Recurring Payments."