Deleting a Donation

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Sometimes you might need to delete a donation, for instance if you had entered it in error, or for the wrong person, or maybe where the cheque bounced.

 

To delete a donation, first find it, which may require scrolling with the scroll bar to the right of whichever donations are displayed on the program's main window. Once you have found it, click into any of its fields (say the Amount). Then click the Delete button above the Donations area (to the right of the text "Donations for Name" - shown in yellow in the image below). A question will come up confirming that you want to delete that donation from the list.

 

DeleteDonation

 

Note: It does not work to just delete the contents of the Amount field, or change them to zero, and try to Save that change - the program won't let you save a donation row with no Amount. If you have tried this and gotten an error message about it, just click Cancel to cancel the change, then delete the row as indicated in the previous paragraph.

 

It also does not work to click into the partly blank row at the top of the list of donations, which is the row used for entering a new donation, and try to "find" donations by changing the date, or entering an amount, etc. That does not "find" anything - that row can only be used to enter new donations. As soon as you change anything in that row, the Save and Cancel buttons become active, to either save that as a new donation, or cancel adding it as a new donation. No deleting of past donations is possible by using this row!

 

Deleting Receipted Donations

 

You are allowed to delete donations that have already been receipted (they have a value in the Recpt # field). 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. You would also have to delete a receipted donation if there was an error in it that you had to correct, because receipted donations are not editable. (After deleting it, you would add it back in with the correct values, then issue a corrected receipt, as discussed below.)

 

There will be a 2nd confirmation question asked before you are allowed to delete a receipted donation.

 

After deleting a receipted donation, and possibly re-entering it corrected (if you deleted it so you could correct it) you need to create a corrected receipt and send it to the donor. Please see Generating Duplicate or Corrected Receipts for the instructions to do that.