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
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.
It does help, Jonathan. Thank you for your help.Alison