Adjust a Donation
To make adjustments to the donation, such as donation type, fund, campaign, appeal, if the donation is now matched, or notes:
- Look up the patron on the Person or Organization Database screen
- Find the donation listed in the order history at the bottom of the page
- Click "view" next to the donation (this takes you to the order details screen)
- Click "edit" in donation section of the order details screen
- Make changes and save
Adjust a Recurring Donation
To make a change to a recurrence, such as inputting an ending date for the recurrence to automatically stop, or to simply stop the recurrence altogether:
- Look up the patron on the Person or Organization Database screen
- Click Donation History on the navigation menu
- Click the YES link in the Recurring column
- Click Edit Recurring Donation to make changes and save
Adjust a Membership
Make a change to a membership, such as the membership level, start or expire date. Note: This type of change is rare! Typically a membership is automatically adjusted based on an additional donation:
- Look up the patron on the Person or Organization Database screen
- Click Donation History on the navigation menu
- Click the membership link in the membership column
- Make changes and save
Adjust a Membership Type for a Recurring Donation Member
Make a change to a membership type. Note: This type of change is rare! Typically a membership is automatically adjusted based on transactions. *Please note that you can only adjust a membership type to another of the same expire type, i.e. rolling to rolling or annual to annual. Switches made to differing expire types are not supported, i.e from rolling to annual.
This is a two part editing process:
- Look up the patron on the Person or Organization Database Screen
- Click Donation History on the navigation menu
- Click the membership link in the membership column
- Make changes and save
- Return to the Donation History on the navigation menu
- Click "view" next to the donation (this takes you to the order details screen)
- Click "edit" in donation section of the order details screen
- Make changes to the fund to match the new membership type and save
Adjust Membership with an additional donation
Simply input a new donation. The membership will adjust automatically per the rules of your donation/membership system. As long as the new donation is in a fund that triggers a membership, the membership will upgrade or extend automatically.
Adjust donation amount
Process a refund or partial refund to reduce the donation amount. Process a new or additional donation to increase the donation amount.