Manage Transactions

Update transactions

For the most part when we talk about updating a transaction we're talking about updating donor contact information. But within the donation detail page you may also:

edit a gift dedication,
correct or add a comment,
update payment information (in recurring payments only),
change the gift designation (in recurring payments only)

In the transaction reports area you may also:

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.

To update a one-time donation:

Go to Transaction Reports.
Find the transaction using the search fields on the left or the one-click drop down list.
Click the transaction ID to open 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.

To update a recurring payment:

Go to Recurring Payments.
Find the transaction using the search fields on the left or the one-click drop down list.
Click the transaction ID to open the detail page.

Change the frequency or cancel the transaction using the "recurs" drop down menu.
Change the donation amount and/or the fee cover amount.
Complete your updates and click "Save Changes".

Changes to a recurring payment record will only affect future transactions, not historical data.

For additional information about managing recurring donations visit the Help Guide section "Recurring Payments."