Reversing a contribution

We have had a mistaken order processed in contributions that we need to reversed. Is there a way to do this in Tessitura?

Parents
  • Brian,

    If the "order" was a contribution there are procedures to 1) refund the contribution, 2) change the campaign or fund, and 3) change the pledge amount.....depending on how the contribution was entered incorrectly.

    The best thing I have found to do is, while the documentation is about 80 pages long, I have a printed copy of the Contributions Entry help document.

    I went to "Help" and typed in "Contributions." It gives me all sorts of procedures having to do with contributions.....refunds, pledges, entering a contribution, matching gifts, soft credits, different types of adjustments to gifts/contributions...

    Hope this helps.

    -Marie Kocher
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64108
    (816) 931-2232
    www.kcballet.org

    ________________________________

    From: Tessitura Development Forum on behalf of Brian O'Neill
    Sent: Tue 2/2/2010 12:07 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Reversing a contribution



    We have had a mistaken order processed in contributions that we need to reversed. Is there a way to do this in Tessitura?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Reply
  • Brian,

    If the "order" was a contribution there are procedures to 1) refund the contribution, 2) change the campaign or fund, and 3) change the pledge amount.....depending on how the contribution was entered incorrectly.

    The best thing I have found to do is, while the documentation is about 80 pages long, I have a printed copy of the Contributions Entry help document.

    I went to "Help" and typed in "Contributions." It gives me all sorts of procedures having to do with contributions.....refunds, pledges, entering a contribution, matching gifts, soft credits, different types of adjustments to gifts/contributions...

    Hope this helps.

    -Marie Kocher
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64108
    (816) 931-2232
    www.kcballet.org

    ________________________________

    From: Tessitura Development Forum on behalf of Brian O'Neill
    Sent: Tue 2/2/2010 12:07 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Reversing a contribution



    We have had a mistaken order processed in contributions that we need to reversed. Is there a way to do this in Tessitura?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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