If you've made a mistake in recording a transaction, you will be able to edit it later.
To edit a recorded transaction:
- Navigate to that gift in Transactions.
- Click on the transaction row.
- Click edit.
- For recorded transactions (cash and check), you'll be able to adjust the Payment, Personal, and Reference information.
- For processed transactions (card and bank account), you'll only be able to adjust the Personal and Reference information.
If that transaction has already been claimed by the giver, the Personal Information will be locked, as it has been verified by the giver.
If you have any further questions, please feel free to explore our help center located here. If you are still unable to find the answers you are looking for, please submit a ticket to firstname.lastname@example.org.