Deleting a Donation

To delete a donation, first find it and click on any of its fields (say the Date). Then click the Delete button above the Donations area. A question will come up confirming that you want to delete that donation from the list. Deleting a donation would usually only be done in case you had entered a donation in error, or for the wrong person, or maybe where the cheque bounced.

You are allowed to delete donations that have already been receipted. Of course this should be done only in very unusual circumstances, for instance if you issued a receipt without waiting to see if a cheque was NSF, and then it came back NSF, and you could not get the donor to re-issue a good cheque. There will be a 2nd confirmation question asked before you are allowed to delete a receipted donation. If you do do this, and the receipt that had been issued included more than one donation, you will need to use Receipt à Current Donor Duplicate/Corrected to print the corrected receipt with the deleted donation removed, and the remaining donation(s) still included. You will also have to make sure that the donor understands they are to use this receipt rather than the old incorrect one. If there were no remaining donations on the receipt from which one was deleted, you can print a corrected receipt with an amount of $0 (assuming you know the receipt number) with Receipt à Duplicate/Corrected Receipt by Number. Make sure the donor understands that they are not to use the original uncorrected receipt!

If you delete a donation that had already been receipted, then you re-enter it corrected, you will also have to issue a new receipt to this donor containing only the corrected donation, by using Receipt à Current Donor Original.

See Also: Generating Duplicate or Corrected Receipts