Edit a Payment

Editing a Payment

• Click on the payment to open it up fully on the right-hand sidebar.

  

• Use the on the top-right to:

  • Cancel a Payment

  • Link the payment to Entities: Step-by-Step Guide

  • Change Account making it a Third Party Payment

Edit Payment Notes

• Click the actual note to edit it.

  

• Or select the + next to to add a note.

• Click the when done.

Edit Payment Method

• Click the actual payment method to open it up to edit.

• A warning will pop up if the change affects changes to other fields.

  

• Click the when done.

Edit the Batch

• If the payment already has a batch it cannot be edited.

• You can add a batch to a payment that does not have one.

  • Click the button under Batch.

    

• Using the drop-down arrow select an open batch or create one by selecting .

• Click the when done.

Editing Custom Payment Fields

• Click the actual custom field to edit if there is something there.

• If there is no value to the field then hover over the field till a light grey + appears and then click it.

• Make your change.

• Click the when done.

Edit the Applied Pledges

• Click the next to Applied Pledges.

  

• This will reopen the section allowing you to make changes.

• Use to search for a pledge on a different account and create a Third Party Payment.