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Author Topic: Batch edit of certain contributions to new payment type  (Read 559 times)

m.e.

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Batch edit of certain contributions to new payment type
April 01, 2010, 12:43:07 pm
I have a group of contributions, brought up in a search, for which I want to update the payment type to a new value just created. Is there a straightforward way to do this? The only action I see when selecting the records is to "Batch Update via Profile" - but this isn't really a profiling thing.

Kurund Jalmi

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Re: Batch edit of certain contributions to new payment type
April 02, 2010, 06:55:00 am
I think you can use "Batch Update via Profile" for changing payment type  i.e ( from credit card to check etc ). So basically create a profile of type Contribution and add "Payment Instrument" field. Then you can use this profile for batch update action.

HTh

Kurund
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Batch edit of certain contributions to new payment type

This forum was archived on 2017-11-26.