Help – Training – Explanations – Hints

This is the HELP TEXT narrative for “Using the Change Envelope Number for this Donation” on the Modify Contribution screen.



** Note: This option only appears on the Modify Contribution screen. The purpose of this feature is to change the envelope number on a transaction previously posted. If this was an Add of a new donation, the envelope number will not yet have been saved in a posted record so this feature would not yet be needed on the Add Contribution screen.



The “Change Envelope Number” entry box will be located at the right side of the screen, near the bottom and just under the Optional Description entry box. Enter a different Envelope Number in the box, if you want to change the Envelope Number assigned to this already-posted transaction.



** Note: This does not change the Envelope Number assigned to the donor. The donor’s Profile record is not updated by entering a different Envelope Number here in the “(Optional) Change Envelope Number for this Donation (Only)” box. The donor’s name on this transaction is not changed either, even though you may be entering an envelope number assigned to someone else.



Also, it does not change any other posted transactions that may have used that old Envelope Number – it just changes this current one.

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