Edit a payment

Pour :Administrateur

Once a payment is recorded, you can modify three things without having to delete and recreate it: the donor contact, the payment reason, and the attribution to donation pledges.

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What about modifying the amount?

The amount of a validated payment cannot be modified to preserve accounting integrity. If the amount is incorrect, you must delete the payment (if it was entered manually) and recreate it correctly.

Access edit actions

1. 1

   Locate the payment

   In the payments list, find the line of the payment to modify (use the search or filters if needed).

2. 2

   Open the Edit menu

   On the right of the line, click on the pencil icon (Edit). A dropdown menu opens with available actions depending on the payment context.

The Edit menu offers actions adapted to each payment.

Change the donor contact

Use this action if the payment was linked to the wrong contact (for example two similar profiles were confused) or if you want to reassign it to another member.

1. 1

   Click 'Change contact'

   In the Edit menu, select Change contact.

2. 2

   Select the new contact

   Type the name of the destination contact in the search field, then click on their profile in the suggestions.

3. 3

   Confirm

   Click on Validate. The payment is immediately linked to the new contact, and the history of both contacts is updated.

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Effect on the tax receipt

If a tax receipt has already been issued for this payment, changing the contact does not modify the existing receipt. To update the tax receipt with the new donor, you must [edit the tax receipt](./recus-fiscaux.md#modifier-un-reçu fiscal-existant) separately.

Change the payment reason

This action allows you to reassign a payment to another destination: for example, a donation you had classified as "Main cash register" but which was meant to fund a specific campaign.

1. 1

   Click 'Change payment reason'

   In the Edit menu.

2. 2

   Select the new type

   Choose the new type (Campaign, Fund, Pledge, Form, Booklet, Main cash register).

3. 3

   Select the relevant entity

   If the type requires it (Campaign, Fund, etc.), select the specific entity from the dropdown list.

4. 4

   Validate

   Unisoft removes the payment from the old destination and adds it to the new one. The statistics of both entities are recalculated.

Attribute the payment to donation pledges

This action is useful when a donor has multiple open pledges and a received payment must be distributed across multiple of them.

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When is the option available?

The Attribute donation pledges action only appears in the menu if:

• The payment is linked to a contact
• The payment is not already linked to a specific pledge
• The contact has at least one open donation pledge

1. 1

   Click 'Attribute donation pledges'

   In the Edit menu.

2. 2

   View the list of open pledges

   Unisoft displays all the contact's not-yet-honored pledges, with their initial amount and remaining balance.

3. 3

   Distribute the amount

   For each pledge to which you want to allocate a portion of the payment, enter the amount to attribute.

   Example: a 500 € payment can be distributed as:

   • 300 € on the gala pledge
   • 200 € on the year-end pledge
4. 4

   Check the balance

   The total attributions must match the payment amount (or be less, if a portion remains unassigned).

5. 5

   Validate

   The balances of pledges are automatically updated, and the status of each pledge passes to "partially honored" or "fully honored" depending on the case.

Limitations by payment source

Some modifications are not available for all payments:

Payment source	Change contact	Change reason	Attribute pledges
Manual (admin entry)	✅	✅	✅
Online (Stripe, PayGreen…)	✅	✅	✅
Donation kiosk / Tap-to-Pay	✅	✅	✅
Software (auto import)	✅	✅	✅

All modifications are available for all sources. Only deletion is restricted to manual payments — see Delete a payment.

Go further

• Tax receipts — modify the tax receipt separately
• Delete a payment
• Refund a payment