Edit Profile Payments
Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.
Charles Case
shared this idea
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Susan Lotreck
commented
ABSOLUTELY NECESSARY! It is a painful process to go through all that work with multiple donations for a profile payment and then have to delete all of it is an error was made with total amount etc. and then have to reattach all the gift documentation file to each donation all over again. I am surprised CSuite doesn't pop an error message when the total of donations entered does not equal the Open balance amount entered originally.
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Christine Cunningham
commented
It would be so helpful to edit a profile payment instead of having the delete it because the date may need changed or you need to select a different profile, etc. 7-19-2023
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Jamee
commented
Agree - this would be hugely helpful!
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Charles Case
commented
Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.