Follow the steps below to record an adjustment on a contribution using one of the available adjustment types. Use this when something has changed or been reported back to you from outside the system—such as a chargeback, a stopped check, or a bank-returned payment—and you need to update your records accordingly.
💡 Adjustment types record what happened to a contribution. They do not send money back to the donor. If you need to process a refund through your payment vendor, see How do I issue or record a refund on a posted contribution?
Before You Begin
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Have the contribution details page open.
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Know which adjustment type applies to the situation. See the list below if you're not sure.
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Know the Payment Method associated with the contribution. You can find this on the contribution details page, listed under the contribution amount.
Adjustment Types Available
When you apply an adjustment, you will choose from the following Adjustment Type options:
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Refund
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Charge Back
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Insufficient Funds
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Fraud
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Other
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Account Closed — New
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Stop Payment — New
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Processing Error — New
The three new types—Account Closed, Stop Payment, and Processing Error—align with standard bank return codes. They are available across all payment methods and are especially useful for organizations reconciling against external accounting systems such as NetSuite.
⚠️ Once you apply an adjustment, you will no longer be able to edit the contribution amount. Make sure the adjustment type is correct before submitting.
Step 1: Open the Contribution Details Page
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From the EveryAction Home Page, go to the contact's record or open the Contribution Report.
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Find and open the contribution you need to adjust.
💡 Type "Contribution Report" into the Search for a page field in the left-hand navigation if you need help finding it.
Step 2: Select Adjust
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Click the Adjust button or link, which you'll find next to the contribution amount on the contribution details page.
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The Adjust Contribution window will open. Fill in the fields described in Step 3.
Step 3: Choose Your Adjustment Type
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From the Adjustment Type dropdown, select the type that matches the situation.
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Select the Payment Method.
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Enter the Date of the adjustment.
For Account Closed, Stop Payment, Processing Error, Charge Back, Insufficient Funds, Fraud, and Other:
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No Status field will appear on the adjustment record
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The transaction will not be assigned a settlement date or batch
Step 4: Submit
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Review your selections and click Submit.
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A summary of the adjustment will appear on the contribution page beneath the original amount.
Not quite what you were searching for?
- Navigate back to the Adding and Reporting on Contributions Resource Index.
How do I record a chargeback in EveryAction? | How do I record a stop payment on a contribution? | What do I do when a bank returns a payment in EveryAction? | How do I record an Account Closed adjustment in EveryAction? | What is a Processing Error adjustment type? | How do I mark a contribution as insufficient funds? | Why can't I edit the contribution amount after applying an adjustment?