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Help Guide: Editing Payment Records in Zeffy

This article will give you an overview of what you can edit in the payment record after the transaction has successfully gone through!

Payment Records: You can access all your payment records by logging into your Zeffy dashboard and selecting the tab ‘Payments’ on the left.

  • Once created, payment records themselves cannot be edited. This ensures the integrity and accuracy of your financial records. The only field that can be edited is the address associated with the payment. 

Dealing with incorrect email addresses entered upon payment :If a payment was made with an incorrect email address, you can resend the receipt by following the steps below:

  1. Navigate to the "Contacts" section in your Zeffy dashboard.
  2. Search for the contact whose information needs updating by using the search bar at the top.
  3. Select the small three dots on the side and click ‘view contact’.
  4. Edit the email address in the details section to reflect the correct one and save changes.
  5. Return to the ‘Payments’ section and open the payment details by clicking on the row you would like to view the details for.
  6. Hit resend transaction receipt - and you’re done! The email will now be sent to the email address you updated in the contact.

❗Reminder Emails: If reminder emails are configured, please be aware that they will be sent to the initial, inaccurate email address until the correct contact email is updated.


Handling Cancelled Transactions

  • If a transaction was cancelled, you might still need to update contact details for record-keeping.
  • Update the contact information using the steps above to ensure your records remain accurate.

Best Practices

  • Verify Contact Information: Encourage users to double-check their contact information at the time of transaction to minimize errors.
  • Communicate Clearly: If you need to resend a transaction email, inform the donor about the update and any further steps they might need to take.