I mistakenly enter a constituent's membership payment twice. It was paid with a check. I haven't closed the batch. How can i delete one of the payments or will i have to delete the whole batch and start over?
Linae,
If the batch is still open, you can highlight the line item from the "Batch Details" screen and then click "Delete" in the bottom left-hand corner of the window. It will probably delete both line items, so you'll have to re-enter the payment anyway, but you won't have a duplicate payment.
Thank you,
Brian
The "delete" button is still unavailable to click!
How would i be able to perform an "Account Adjustment" on an open uncontrolled batch
Yes it was help. How would you perform a account adjustment?
When entering membership contributions, I've always had to delete the whole batch and start over whenever I enter a contribution mistakenly. I would be happy to hear if there was another way, but that's always been my experience.
This was my next thought! How would i do that?
Hi Linae,
Are you working in a controlled or uncontrolled batch? If it’s in a controlled batch, you should be able to delete the duplicate transaction from in the Contributions Tab in the Batch Details screen, simply select the contribution and click the delete button located on the bottom left corner of the screen. If it’s in an uncontrolled batch, you may have perform an account adjustment.
Hope this is helpful!
From: Tessitura Memberships [mailto:forums-memberships@tessituranetwork.com] On Behalf Of Linae Fort Sent: Wednesday, June 07, 2017 3:45 PM To: Kimberly Smith Subject: [Tessitura Memberships] Delete Duplicate payment
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Hi Linae, it’s a bit of a process, but it can be done! If it’s helpful, you may want to try this in a “TEST” version of Tessitura, if that’s available to you. Here is a breakdown of the steps involved.
· You will have to close out the current batch you are working in, then open a new “controlled batch” with a 0.00 amount.
· Search for the constituent that you want to perform the adjustment on
· When the payment screen appears, type the mount to be adjusted as a negative amount and choose “ on Account” as your payment method.
· Enter your source code
· Change the date of the contribution to the original date of the gift
· Select a channel
· Click “Adjust”
· A list of the constituent’s contributions will appear. Select the contribution to be adjusted. Click OK and the Contribution Editor pane will become active.
· Change your payment field to the negative amount to be adjusted and chose an adjustment reason from the drop down I,e “incorrect value”.
· Click Ok, then “Done”
· Return to the Batch Details screen and Adjust the total to reflect the negative amt.
· Close the batch
· Check on the constituent’s record to make sure the contribution was removed
From: Tessitura Memberships [mailto:forums-memberships@tessituranetwork.com] On Behalf Of Linae Fort Sent: Wednesday, June 07, 2017 4:10 PM To: Kimberly Smith Subject: RE: [Tessitura Memberships] Delete Duplicate payment
From: Kimberly Smith <bounce-kimberlysmith2245@tessituranetwork.com> Sent: 6/7/2017 7:57:24 PM
Correction to my previous response!!
Choose “Account Adjustment” as your payment method