Editing gifts and pledges
Although you can edit gifts in iMIS Fundraising, there are some important guidelines to consider before editing a gift. A gift cannot be edited if any of the following are true:
- A payment was made through the Process payments window or the AR/Cash Enter and edit cash receipts window. A down payment or single gift can be edited.
- There is a credit memo or debit memo associated with the gift.
- A reminder (invoice) or receipt has been generated.
- The transaction has been posted to the general ledger. However, you can correct the entry (see Correcting a gift after the batch is posted) by creating a new batch, negating the original gift, entering a credit memo, and then reentering the gift correctly.
If a reminder or receipt has been issued or a payment has been made, you must issue a credit memo, delete the gift, and then reenter the gift.
To edit a gift or pledge
- From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
- Click Open to open an existing gift or pledge.
- Click Edit.
- Make any changes needed.
- Click Save.