Edit a Payment

After you add a payment, you can edit information about the transaction and its applications. For example, you can delete and add applications of the revenue, such as if you apply the payment to the incorrect outstanding commitment.

After you post a payment to the general ledger, you can still edit its information. If the change affects the general ledger, such as if you change the payment method and the new method is mapped to a different account than the original payment method, the edit generates an adjustment. For example, a constituent makes a contribution to your organization, with a payment of direct debit. However, when you add the payment, you mistakenly select Cash as the payment method. After you post the payment to the general ledger, you can correct the data entry error. To provide an audit trail, the program automatically creates the adjustment and records the change on the payment’s Revenue History page.

If a deposit is posted and locked, and contains payments with a payment method of Cash, Check, Credit card, or Other, you can edit the payment if you have appropriate security rights. Likewise, if you have rights, you can change the constituent on a payment. If a payment is included in a deposit that is locked but not posted, you cannot edit the payment. For information about how to lock or unlock deposits, refer to Lock/Unlock Deposit.

Warning: A payment may become unlinked from a deposit when making adjustments. For example, when you edit the amount, application amount, and adjustment post date for a posted payment that is linked to a deposit, the payment becomes unlinked from the deposit.