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 you can delete it.
- Navigate to the Donations page.
- Select the donation ID number.
- Click Delete from the left-side menu.
- Click [Yes] to confirm you want to delete the donation.
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 has the ability to do, they cannot delete or edit recurring donations.
- Navigate to the Donations page.
- Click Recurring in the left-side menu.
- Select the ID Number of the recurring donation that you want to delete.
- Click Delete in the left-side menu.
- Click [Yes] to confirm you want to delete the donation.
If a recurring donation needs to be re-added to the correct fund, you will need to manually follow up with the donor so they can re-add the recurring donation from the Online Donation Portal.