Update or correct donor information after a payment

Once a payment is recorded in Zeffy, most fields on the payment itself cannot be edited. This ensures the integrity of your financial records. However, you can correct donor information for future communications and resend receipts to the right email address.

What can and cannot be changed

• The amount and payment method cannot be edited: they stay as they were recorded on the payment.

• The donor's name, email and address can be edited from the payment's details. This also updates the linked contact. Team members need the Contacts and Manage payments permissions to do this.

• Contact information can be updated: you can correct a donor's email or name in their contact profile, which ensures future communications go to the right place. In that case, the payment keeps its original details.

• Answers to custom questions can be updated: scroll down on the payment page to correct them.

Correct a donor's email address

If a donor made a typo in their email, you can resend their receipt to the correct address and update their contact for future communications.

Step 1: Resend the receipt to the correct email

1. Go to Payments.

2. Search for the transaction by the donor's name or incorrect email.

3. Click on the transaction to open the details drawer.

4. Click Actions (the button with the three-dot icon) in the top right corner of the details drawer.

5. Select Resend the receipt.

6. Enter the correct email address in the Recipient email field and confirm.

Step 2: Update the contact for future communications

1. Go to Contacts.

2. Search for the donor's contact by name.

3. Click to open their contact profile.

4. Update the email address and save.

Correct a donor's name

If a donor's name was entered incorrectly, you can update it in their contact profile:

1. Go to Contacts.

2. Search for the donor's contact.

3. Click to open their profile.

4. Update the name field and save.

Edit the donor's name, email or address on a payment

You can edit the donor's name, email and address on a payment after the transaction is recorded. This also updates the linked contact:

1. Go to Payments.

2. Click on the transaction to open the details drawer.

3. Click the pencil icon to the right of the donor's name.

4. Update the first name, last name, email or address and save.

You can also show the buyer's address directly in the payments table: click the three dots in the top right corner, select Manage columns, and check Buyer address. See Customize the columns in the payments table.

Update answers to custom questions on a payment

If a donor answered a custom question incorrectly on the form, you can correct their answer from the payment itself:

1. Go to Payments.

2. Click on the transaction to open the payment details.

3. Scroll down to the custom questions and update the answers.