How can I update the fixed or per unit amount donated to a participant?

Synopsis
You received a donor payment for more or less than the original donation/order and wish to know how to update the order.

Solution

Fixed Donations:

  1. From your admin area, go to Reports -> Orders.
  2. Make sure the order is marked as Incomplete. This setting will allow you to update the amount donated. If the order is marked as Complete, please see instructions below.
  3. Click on the 'Order Number' in question.
  4. Locate the "Pledge Status" area.
  5. Click the link "Click here to edit pledge detail".
  6. On the next screen, enter the actual amount donated in the "Donation Amount" field.
  7. Hit 'Update' to save the changes
  8. To apply the actual payment to the order follow the instructions found here

Per Unit of Effort Pledges:

  1. From your admin area, go to Reports -> Orders.
  2. Make sure the order is marked as Incomplete. This setting will allow to update the amount donated. If the order is marked as Complete, please see instructions below.
  3. Click on the 'Order Number' in question.
  4. Locate the "Pledge Status"
  5. Click the link "Click here to edit pledge detail"
  6. On the next screen enter the per unit amount actually donated in the "Donation Per Unit" field.
  7. Hit 'Update' to save the changes
  8. To apply the actual payment to the order follow the instructions found here

In the case of Complete Orders

If the (credit card) order is marked as Complete, it means that it has already been processed by your payment processor. You will have to contact them directly to issue a refund or change the transaction amount.

Once you have adjusted the amount directly with your payment processor, you can update the order details by going to Reports -> Orders. First change the order status to Incomplete in the Payment History section, then you will be able to correct the amount following the directions above.

 

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