Change a gift's date, amount, check number or campaign
Typed the wrong amount or date on a cash or check gift? Fix it on the gift's page. Card gifts can't be changed — refund and record again instead.
- 1
Open the gift
Open the gift's page from the person's Gifts tab or Giving → Gifts.
Fix a mistake. - 2
Change date, amount or check #
In “Fix a mistake”, change the Date, Amount or Check # and click “Save changes”.
Date, amount and check number. - 3
Change the campaign or designation
In “Campaign, commitment & notes”, choose another Campaign, Designation, Location or Fundraiser, change the Dedication or Note, and click “Save”.
Campaign, designation and notes.
Tips
- Many gifts in the wrong campaign? Tick them on Giving → Gifts and use “Apply” — see “Move many gifts to a campaign at once”.
- The receipt number never changes.
If something isn't working
The amount and date boxes aren't there.
It's a card or processor gift (or it was refunded or voided). Those can't be changed: refund it and record it again.
It says “This gift is already in a bank deposit — undo the deposit before changing the amount”.
In the Deposit box click “Mark not deposited yet”, change the amount, then mark it deposited again.
It says “The date can't be in the future”.
Pick today or an earlier day.
It says “Enter an amount above $0”.
To cancel a gift entered by mistake, void it instead of changing the amount to 0.