If you need to update a payment after it has been recorded, you can edit it either from the contact's Payments & Recurring tab or from within a payment batch.

Some payment details can be edited directly, while others require the payment distribution to be removed and recreated.

Open the Payment

You can access a payment in either of the following ways:

• From the contact's Payments & Recurring tab by selecting the payment.

• From the relevant payment batch located in the Money tab.

Once opened, the payment details can be updated.

Editing Distribution Details

The following fields are part of the payment distribution and cannot be edited directly:

• Total Amount
• Pay Type
• Campaign
• GL Code

To update any of these values:

1. Remove the existing distribution.
2. Update the required payment details.
3. Create a new distribution using the updated information.
4. Save the payment.

Note: Removing a distribution also allows you to assign a receipt document specific to that distribution instead of using the receipt document selected for the overall payment.

Fields That Can Be Edited Without Removing the Distribution

The following information can be updated without recreating the payment distribution:

• Pay Date
• Receipt Date
• Receipt Type
• Send By
• Particulars
• Code
• Reference
• Payment Notes
• Receipt Number (where permitted)

Important Considerations

• Changes made to a payment are saved immediately once you click Save.
• If a receipt has already been issued, consider whether an updated receipt should also be sent after making changes.
• Payments processed through an online payment gateway should be edited with care, as changing payment details in Vega does not alter the original transaction processed by the gateway.