How to correct a contribution in an open batch or no batch
- Click Contribution List in the Offering Module.
- Enter a date range for your search and click View Contributions
- Use the column heading filters to help locate the contribution you want to correct (see image below).
- For example, to locate the contribution by an envelope number, type the envelope number in the Env # filter field
- The search returns both broad and exact matches for the value entered. If you enter envelope #11, the search will return contributions posted for envelope numbers 1125, 110, 211, etc. (anything containing "11").
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Select the checkbox to the left of the contribution record you want to change. Then click the edit icon (pencil) in the toolbar. The edit Contribution window is displayed.
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In the Amount field, type the correct contribution amount. Only the information under the Contribution Record heading may be updated here. A negative amount may be entered here if necessary.
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In the Reason field, supply the reason for the change.
- Click Save, then Close to exit.
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