Delete Duplicate payment

Linae,

Correction to my previous response!!

Choose “Account Adjustment” as your payment method

• 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 “ Account Adjustment” 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 3:45 PM
To: Kimberly Smith
Subject: [Tessitura Memberships] Delete Duplicate payment

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?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Memberships Forum. You may reply to this message to post to the Memberships 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!

Linae,

Correction to my previous response!!

Choose “Account Adjustment” as your payment method

• 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 “ Account Adjustment” 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 3:45 PM
To: Kimberly Smith
Subject: [Tessitura Memberships] Delete Duplicate payment

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?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Memberships Forum. You may reply to this message to post to the Memberships 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!