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Modifying a Donation

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You may wish to modify a donation for various reasons. To add notes, make payments on pledges ect. Modifying a donation is preformed quickly through the Donation Detail Window.

  1. Open the Patron Record.

    For details on locating a Patron Record click here.

  2. Click the Donation tab.

  3. Select the Donation to edit.

    Single click on a donation to select it.

  4. Click the Open button.

  5. Change data as needed.

    If a receipt has been printed for the donation you will not be able to edit the Tax Receipt Name Field.

  6. Click the Save button.

    The changes have now been made to the donation.

  7. Close the detail window.