---
title: "Editing and Reversing Gifts"
slug: "editing-and-reversing-gifts"
updated: 2026-03-04T20:34:35Z
published: 2026-03-04T20:34:35Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing and Reversing Gifts

Gifts can be accessed on the donor’s [Giving tab](/v1/docs/giving-tab-overview-settings). Select a gift to open the **View Gift** popup.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-WZH3A7LR.png)

In this popup, there are three actions you can take on the gift record. You can:

- Edit the gift
- Reverse the gift
- Edit the gift with a reversal

## Editing a gift

> [!NOTE]
> 🔑 Required permissions
> 
> Requires [Gift Update - Change Gifts](/v1/docs/system-permissions#giving-update-change-gifts)

You can **Edit** a gift to immediately change its details, effectively overriding the previous data.

Because a standard Edit replaces the original information, it should be used with caution once the gift has been sent to finance or included in reports. Some updates (such as notes, tributes, or certain custom fields) may be appropriate to edit after reporting, depending on your institution’s practices.

Gift edit history appears in the [audit log](/v1/docs/audit-log).

> [!WARNING]
> 📝 **Note**
> 
> Changes to key financial fields - such as Fund or Amount - after reporting should generally be handled with an [Edit with Reversal](/v1/docs/editing-and-reversing-gifts#editing-a-gift-with-a-reversal) to preserve accurate transaction history and financial reporting.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Audit log for edited gift.png)

Audit log record for a *Gift Updated* event.

## Reversing a gift

> [!NOTE]
> 🔑 Required permissions
> 
> Requires [Gift Update](/v1/docs/system-permissions#giving-update)

**Reversing**a gift creates a *new*gift with an inverse amount, canceling out the original gift.

Reversed gifts are removed from the display on the Giving tab, but will appear in [queries](/v1/docs/queries-overview) as **two**gift rows with offsetting amounts. This is essential for reconciling after the gift has been sent to finance or otherwise reported on.

#### Example

For example, if a `$100` gift were reversed, a new gift would be created for `-$100`.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Gift and reversed gift in query.png)

Query results showing a reversed gift as two rows with offsetting amounts.

> [!CAUTION]
> 🔔 Important!
> 
> Reversing a gift does not refund the payment. For gifts made through Slate Payments, you must also follow steps to [Refund the Payment](/v1/docs/slate-payments-refunds). See also: [Payments vs. Gifts](/v1/docs/payments-vs-gifts)

## Editing a gift with a reversal

> [!NOTE]
> 🔑 Required permissions
> 
> Requires [Gift Update](/v1/docs/system-permissions#giving-update)

Selecting **Edit with Reversal** lets you edit a gift’s details, including its amount, and reverse it in one action.

When you select *Save*, Slate creates:

- A copy of the gift with the changes you made applied
- An offsetting gift entry that negates the amount of the original gift

The edited gift (with changed values) appears in the gifts listed on the donor’s *Giving*tab.

#### Example

Say a gift was incorrectly entered for `$100`, and the correct amount was `$150`. You can select *Edit with a Reversal*, update the amount to `$150`, and select *Save*. The corrected amount appears on the donor record’s *Giving*tab.

Meanwhile, in a gift-scoped [query](/v1/docs/queries-overview) that includes these records, you’ll find three rows:

- the original `$100` gift
- a new gift for `-$100` (the reversal)
- the updated `$150` gift, which is what remains on the *Giving*tab

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Editing with reversal.png)