How do I edit a Transaction?

Here are the step to Edit a Transaction:

1. Click on “Transactions” at the top of your Qsuite

2.  Search for the donor’s Transaction Schedule by last and/or first name

3.  Click the pencil icon next to the Transaction Schedule you need to edit which is in a “Pending” status

(If the item you were hoping to edit shows a “Complete” this means the Transaction Schedule has been fulfilled and the recurring transaction has been completed.  In this case, you would want to [Copy] the completed Transaction Schedule to create a new recurring gift.  Once you copy you can make any of the edits you may have for this new gift.)

Edit Schedule2

 

4.  Click the [Edit] button to make your changes

Edit

5.  Make any changes needed (i.e. update amount, [Add New] Payment Method, change the $ amount or designation, etc…)

6.  Review your transaction information for accuracy, confirm your information, and [Submit]

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