How do I change the donor on a payment? | Vision2 Help Center

Edit a payment to change the donor

  • On the Details page of the payment you need to edit, scroll down to the bottom of the page and click the Edit Payment button


  • In the Payment From section, click the Change Individual (or Change Organization, depending on the original donor type) button 


  • In the Payment Now From section search for the correct donor 


  • Click the Select button under the correct donor 


  • Verify the changes 


  • Scroll down and click Save & I'm Done


  • The Payment Details screen should now reflect the new donor