Deleting a Donor

To delete a donor, first find them on the list. Then click the Delete button to the right of the Donor Details area. A question will come up confirming that you want to delete them from the list. This would usually only be done in case you discovered a duplicate entry for the same person, or if you were clearing out old donor names that had not given any money for a long time.

Please note that there is an automatic technique for clearing out old donors who have not given recently when you use Maintenance à Change Year to start a new year's donations. See below under Year End Procedures.

You are not allowed to delete a donor that has donations recorded for them. If this is truly an error, you will have to delete the donations first then delete the donor.