You can make changes to Donation Funds using the following maintain options:
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- Edit properties for this fund.
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- View Donations made into this individual fund.
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- View Recurring Donations made into this individual fund. See below.
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- Copy this fund to a new fund. All properties are also copied but not donations already made.
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- Run Reports for this individual fund.
To edit Users' donations, click the Donations icon () to display a list of donations.
You can search donations made by members and non-members using the donor last name, the date of contribution, contribution amount, and by donation status (paid in full, not paid, partial payment).
This screen shows the donor name and whether he or she is a member, the date and amount of the donation, whether it should be reported as anonymous, and the payment status. Donations are displayed in pages of 30 donations; use the paging controls to navigate through individual pages.
Click the donor’s name to see a standard popup of contact information.
- Donations Maintain Options
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For unpaid donations, you can change the values of all fields. For paid donations, you can only change the date and comment fields.
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For a paid donation, the fund and donation amount cannot be changed, but all other information is available. For an unpaid donation, the fund and donation amount can also be changed.
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Funds with recurring donations will not be allowed to be set to Inactive. You must contact the members making recurring donations to rescind their donation in order to deactivate the fund.
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- Delete this donation. This option is only available if the payment status is “Not Paid”.
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- Make Payment for this donation. This option is only available if the payment status is “Not Paid” or “Partially Paid”.
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Click the Delete Unpaid Donations button to delete unpaid donations, including their transaction records. This option will only impact donations with a status of “Not Paid”.