• Replies 15 replies
  • Subscribers 412 subscribers
  • Views 343 views
  • Users 0 members are here
Related

How To Move Contribution to Different Constituent

Leah Anglum
$organization

we have a contribution that came in online from an individual, somehow she logged into her corporation's account (her email is on both accounts) and made the donation to that constituent ID instead of hers, can I move this money from one Constituent ID to another? How? I definitely CAN NOT merge the two accounts

Parents
  • $organization
    But how do I pull money that is On Account on Constituent Record A to pay for a gift on Constituent Record B? The money will still be adjust out and moved On Account in Constituent Record A?
     
    Leah J. Anglum
    Manager of Patron Relations & Development Operations
    State Theatre New Jersey
     
  • $organization in reply to Leah Anglum

    When you're backing out the original contribution, you wouldn't put it on account, you would process it as though you were completely refunding it but you'd refund it to the dummy payment method so it wouldn't actually go anywhere in real life.  And then use that dummy payment method again (or a different one depending on your institution's setup) to pay for the new contribution on the correct constituent record, so again no money is actually going anywhere Tessitura just thinks it is.

Reply
  • $organization in reply to Leah Anglum

    When you're backing out the original contribution, you wouldn't put it on account, you would process it as though you were completely refunding it but you'd refund it to the dummy payment method so it wouldn't actually go anywhere in real life.  And then use that dummy payment method again (or a different one depending on your institution's setup) to pay for the new contribution on the correct constituent record, so again no money is actually going anywhere Tessitura just thinks it is.

Children