Adjust payments in the Fundraising System
Admin level: Super User or Fundraising Administrator
To adjust payments in the Fundraising System:
- Go to Fundraising Admin.
- Chameleon users: In the side menu click Billing Admin > Fundraising Admin.
- New CMS users: In the side menu click Financial Tools > Fundraising Obligations Admin.
- Click Display ALL
- This will show you all your accounts and the Categories you set up for Fundraising
- Find the category you wish to adjust and click on the Add New:
- This will take you to the Payment Screen
- Enter the amount in the New Amount box
- Enter a memo if necessary to attach to the payment
- Click Save Changes