Previous Topic

Next Topic

To delete a gift or pledge

  1. From Fund Raising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
  2. Click Open to open an existing gift or pledge.
  3. Click Delete to delete the transaction.

    A message is displayed asking you to confirm the deletion.

  4. Click Yes to delete the entry.

    Note: You cannot delete an installment pledge after a reminder has been issued. Although you can issue a credit memo to zero out the balance of the pledge, it does not remove all traces of the original installment pledge. You will continue to see the installment pledge in the AR/Cash tab on the donor's Manage customers window, in the Fund Raising history tab, and on the Overview tab on the Enter and edit gifts window if you do a Find on the donor ID. If multiple payments have been made on the installment pledge, you must issue a credit memo for each individual installment.

See Also

Deleting Gifts and Pledges

To reverse a donation after it has been posted


ASI logo 10.6 Production Release. Updated 2/15/2006 12:35:52 PM
© 2009 by Advanced Solutions International, Inc. All rights reserved.