Hello
I am trying to amend a contribution that was entered with an error. The contribution was entered for £40 but it should have been entered as a pledge for £45 with a payment of £40.
I've been through the refund adjustment procedure in the Contribution Processing manual, but am getting an error message (screen shot attached) saying that the total paid does not match the total due so I don't know what I'm doing wrong.
Can anyone advise me?
Many thanksAlison
Development Manager, The Sage Gateshead, UK
Hi Alison,
You need to enter the negative amount in the Payment field of the contribution (step 6 of a refund adjustment in the document) :
Once you do that it changes the Total Due so it matches the amount being refunded.
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 ext 329 Office
ksheehan@tessituranetwork.com
Hi Kevin
Thanks for replying. You have come to my rescue again! The pictures you sent won't display - should I be doing something to them? (Clicking 'show pictures' isn't making any difference).
Thanks
Alison
Actually, I've found that bit on the instructions but I'd still like to know how to make the pictures you sent show up...
Thanks for your help. Again!
Have me to actually post the screenshot correctly. Which I'm embarrassed to admit I don't know how to do. I'll figure it out.
In the meantime, I pretty much just copied the screenshot from the document, circling the Payment field. If you found the right place in document you found the shcreenshot.
Alison:
It looks as if the missing step is adjusting the Payment field of the contribution record itself, as well as the payment record you're making to offset the original input. The easiest way to fix this is
- Enter or select the constituent number in the Const ID field of Contribution Entry. In the payment window, enter -40.00 and the payment method. Click OK.
- Enter a source and click on Adjust. Select the contribution to adjust.
- The cursor will move to the Payment field of the Contribution Entry screen. Enter -40.00 in that field, then click OK.
- The Total Paid and Total Due fields at the bottom left of the Contribution Entry will now both show -40.00 (the imbalance between them is what is throwing the error).Click Done and you will be able to save the contribution and re-enter it correctly.
Hope this helps.
Ok, now I figured it out. In case anyone wants to see that screenshot:
It does help, Jonathan. Thank you for your help.Alison
Cheers, Kevin - glad you figured it out! For me and for you! I've done the adjustment now and it seems to have worked.
Thanks for your help.