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To reverse a donation after it has been posted

If a donation has already been receipted or its batch has been posted, you must reverse the donation, not delete it, otherwise associated entries, such as soft credits, will not be updated properly.

To reverse a gift or pledge after it has been posted

  1. Select AR/Cash > Enter and edit transactions > Cash receipts.
  2. Select New.
  3. Enter a negative amount (amount of the gift) in the Payment Amount field and then highlight the gift invoice and enter a negative amount (amount of the gift) in the Amt Paid field. This gives the gift invoice a balance due.
  4. Select Fund Raising > Enter and edit adjustments > Pledge credit memos.

    The Enter and edit pledge credit memos window opens.

  5. Enter the gift ID and click Find Pledge.

    A pop-up window opens, showing the donation.

  6. Double-click the gift.
  7. On the Enter and edit pledge credit memos window, select the Credit checkbox.

See Also

Deleting Gifts and Pledges

To delete a gift or pledge


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