Delete a Donation
A donation record may need to be deleted if a donation was processed that should have been recorded as a payment against an invoice or ticket purchase.
If the donation has already been posted, it must be unposted before it can be deleted.
- Navigate to the Donations page.
- Click the donation ID.
- Locate the row of buttons at the top of the record, and then click Delete.
- Click Yes to confirm deletion.
Delete a Recurring Donation
If a recurring donation was set up to credit the wrong fund, it needs to be deleted and re-added. This is not something the donor can do; they cannot delete or edit recurring donations.
- Navigate to the Donations page and click Recurring in the left-side menu.
- Select the ID of the recurring donation to be deleted.
- Click Delete in the left-side menu.
- Click Yes to confirm deletion.
If a recurring donation needs to be re-added to the correct fund, follow up with the donor so they can re-add the recurring donation from the Giving Hub.