Editing Donations
A donor account can edit a donation, single or regular giving, very easily in Engage. Open up the Giving section in the profile menu of an account, and you will see:
- All existing regular giving donations and pledges in a separate section.
- All existing donations in the form of a list in a separate section.
You can also search for a donation or regular giving directly and edit it after opening it from there.
Edit Regular Giving Individually
The Regular Giving section contains all existing regular giving donations made by the account. Each regular giving shows its status, amount, reference number, date of previous and next donation, and payment method opted. Click the pen icon and navigate to the detailed regular giving screen to edit and update any information.
On the regular giving screen, click the pen icon infront of each of the following and edit as required.
- Fundraiser: The fundraising event to raise donations for.
- Commitment: Includes the frequency of the donation (monthly, yearly), collection day, first collection date and when the regular giving ends.
- Credentials: Contains information about the payment method opted like payment reference, credit card summary and expiry date.
- Allocations: Existing allocation added to the donation.
You can view a donations list that includes all the donations related to the particular regular giving. For e.g. a 160 pound monthly donation made by Mr. Phoebe Lewis with status 'payment completed' started on '20-01-2023' and so on.
You can click the three dots (...) under the Details section of a regular giving and choose to:
- Disable the installment actions function which was enabled before.
- Pause the regular giving for a while.
- Cancel the regular giving altogether.
Changing When a Regular Giving Ends
A regular giving can stop by itself after a set number of paid installments. You can change that number, add a number to a regular giving that doesn't have one, or set it to carry on until someone cancels it.
- On the regular giving screen, select the pen icon on the Commitment card.
- Under Ends, choose When cancelled to let the regular giving carry on, or choose After and type the number of installments. The number can't be lower than the installments already paid or still being processed. If the regular giving already has a number, Engage tells you the lowest you can set, such as "4 paid or in progress, so it can't be set below 4".
- Select Update.
If you change the Amount on a regular giving that ends after a number of installments, Engage shows how the change affects the total still to collect, and reminds you to use a pledge instead if the donor has promised a total. How to switch an existing regular giving to a pledge is described in Regular Giving That Ends by Itself.
Once a regular giving's status is Completed or Cancelled, the pen icons on Commitment, Credentials and Allocations no longer appear, because those can't be changed on a regular giving that has ended. For how the number is counted, see Regular Giving That Ends by Itself.
Edit All Types of Donations
The Records section shows a list of all the types of donations (single + regular) created by the account. You can view a minimal history of each donation including allocations and history by clicking the '+' icon. Regular giving donations will have a symbol at the end of each row indicating its type.
To edit a donation, click the donation reference number and navigate to the donation detail screen. Click the pen icon infront of each of the following and update as required.
- Donation date: Date on which the donation was processed.
- Allocations: Existing allocation added to the donation.
If the donation has an awaiting payment or payment failed status, it can be removed via updating the donation's payment method and paying again.
Furthermore, you can also view a:
- Payments section showing the recent payment made for a donation.
- Receipts & Other Communications section showing correspondence sent to the donor.