Update Transactions
You can update data in both one-time and recurring transactions.
To update a one-time transaction
- In the Reports menu, select Transactions Report.
- Search for the transaction you wish to update using the Custom Search fields.
- Click the Transaction ID number to open the transaction detail page.
From the donation detail page, you may:
- Reassign the transaction from one campaign to another
- Update contact information
- Edit a gift dedication
- Edit a comment
- Add a Note for internal use
At this time, custom field responses are not updatable. Please contact support if you need to update a custom field response in a transaction.
To update a recurring payment
- In the Reports menu, select Recurring Payments.
- Search for the payment you wish to update using the Custom Search fields.
- Click the Transaction ID number to open the recurring payment detail page.
From the recurring payment detail page, you may:
- Change the amount
- Change the frequency
- Update the payment method
- Update contact information
- Change the designated program or fund
- Edit a gift dedication
- Edit a comment
- Add a Note for internal use
Changes to a recurring payment record will only affect future transactions, not the historical data found in Transactions Report.
For additional information about managing recurring donations, visit the Help Guide section Recurring Payments.