I need to move a donation/transaction & payment from one contact to another

At times you may process a donation against the wrong contact.   If this occurs, you can move all the impacted donations/transactions and their associated payments to the correct contact.

Go to the Contact that incorrectly has the donations/transactions.  Click on All trx (+writeoff) in the left hand menu tree and select the transactions you want to move.  Then click on the Move to another record in the toolbar.


 

 

 

 

 

 

Now confirm if you want to move all the selected transactions or all transactions in the previous screen.

Please Note:   If multiple transactions were paid for with one payment then all of those transactions must be chosen.  For example, if one payment for $100 was used to pay Membership $60 and Donation $40 then both the Membership and Donation transactions must be selected.

Select the contact that you want to move the transactions to specify their new database number or use the Lookup new database record option.   Update the Reason for moving transaction  then click process.

 

 

 

 

 

 

 

You can now confirm the transactions and payments have moved as you expected.