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Changing the Campaign on Donations

  • Updated

Moving Donations from one Campaign to another

If a Donation was entered in Compass under the wrong campaign, moving it to another has multiple steps. 

If a Donation is entered into the wrong Campaign and a payment has already been processed (via OmegaFi Compass Payment Processing), the following steps need to be taken: 

  1. Reverse the payment - Add a quick note
  2. Delete the gift 
  3. Re-enter the gift to the correct campaign via a transaction type of Cash
  4. Enter the payment 
  5. Add a Contact Log of the changes made. This will be record-keeping for any future questions regarding the donation or the collection register.

* Some revisions can be made by OmegaFi staff without the above steps. Contact your OmegaFi representative for assistance. 

Notes

  • If the payment was processed via a credit card, once it's reversed, all transaction information tied to the credit card on the back end will be lost (for example the transaction ID with the credit card processor). 
  • Reversing the payment removes it from the collection register, so you will need to enter the new payment as if you have extra cash to balance out the register. 
  • If the payment was recorded( not processed by OmegaFi), you can reverse the payment and re-enter with no effect on the collection register. 
  • If there is a large number of donations that need to be updated, OmegaFi can do them in mass with a data request. Reach out to your representative for assistance.