Adjust payments in the Fundraising System

SwimOffice admin level: Super User or Fundraising Administrator

To adjust payments in the Fundraising System:

  1. Go to Billing Admin > Fundraising Admin
  2. Click Display ALL
  3. This will show you all your accounts and the Categories you set up for Fundraising
  4. Find the category you wish to adjust and click on the Add New:
    • This will take you to the Payment Screen
    • Enter the amount in the New Amount box
    • Enter a memo if necessary to attach to the payment
  5. Click Save Changes

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See Also
TUMoney Fundraising Platform
Setting the Obligation 

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