Edit and delete a Donation

Sometimes when making a donation a donor might make a mistake or two, like putting in the wrong phone number or accidentally leaving off a couple of zeros on their donation! Sometimes a donation might have been made completely in error and has to be deleted, or you might need to refund part of it. You can fix these mistakes by editing, canceling or refunding the donation.

Editing the donation

You can edit the information on any donation record by clicking on the [Edit] button on the donation record:

If the above donation amount is changed to $600 for example then donation receipt is automatically adjusted with the new values and can be re-send to the donor:

Refunding a donation.

Refunding a donation is just like refunding any payment, see Refunds. The refund amount will appear on the donation record as a link to the refund record:

Canceling a donation

Use the [Delete] button to cancel a donation:

Tracking changes

Any changes to the donation record such as edits, refunds and deletion are automatically captured in the Audit log.