How to Edit Manual Donations
Editing or Deleting a Manual Donation in Giving
If you need to update or remove a manually recorded donation (e.g., cash or check), follow these steps.
How to Edit a Manual Donation
- Navigate to the Donor's Profile – In your dashboard, locate and open the donor’s account.
- Find the Manual Donation – Under the Donations section, look for the donation entry.
- Select Edit – Click the three-dot menu next to the donation and choose "Edit Donation."
- Update Donation Details – Modify the amount, fund, or payment type as needed.
- Save Changes – Click "Edit Donation" to apply updates.
How to Delete a Manual Donation
- Go to the Donor's Profile and locate the manual donation.
- Click the Three-Dot Menu and select "Delete."
- Confirm Deletion – Click "OK" to remove the donation permanently.
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