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RealmMinistryPlatformPDSACSAccountingGivingVancoConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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Managing Transactions

Edit, cancel, or delete a transaction/donation/payment

These functions are only available to authorized users with more than "Read only" access.

  • ACH transactions – Changes must be entered no later than 3 PM Central Time two business days prior to the transaction date.
  • Credit card transactions – Changes must be entered no later than 12 AM Central Time one business day prior to the transaction date.

After the transaction has processed, you can't stop it from debiting the account.

  1. Log in to MyVanco.
  2. Click the Credit/Debit/eCheck tab.
  3. Click Add/Edit....
    Note: What displays here varies depending on your setup. For example, you may see Add/Edit Donor, Parishioner, Member, or Customer. This language carries throughout all of MyVanco.
  4. Enter your search criteria and click Search. Keep in mind your search may use "Member".
    Image of the Client Search with the criteria fields Client Name, Client ID, Vanco Client ID, Account Number, Confirmation Number, Status, and Unproofed
  5. If the search results displays more than one result, highlight the correct one, and click View.
  6. Under Transactions, find the applicable transaction, and click Edit.
    Image of the Transactions list with the Edit option
  7. If you're editing the transaction, make the appropriate changes, and click Save. If you're canceling the transaction, click Cancel/Delete Transaction.
    Image of the Transaction details with Save and Delete Transaction buttons

Last updated: October 26, 2026

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