Hi All,
I've got two duplicate contributions and would like to reverse one. The original was entered a couple of years ago and recently I was asked to import some historical contributions, which sadly contained a copy of the original. The new record has been entered against a different Fund, but the Development Manager would like the original removed.
Both are in batches which have been posted. I've read through the documentation, but can't find a way of reversing the donation. Will I have to post a refund or something?
Any help would be appreciated.
Thanks
Debbie
This isn't too unusual. You should be able to write off the original contribution the way you would any other with a few caveats.
Create a batch to do the reversal. Open the contribution and add a payment of a negative amount to zero out the gift using the payment method used for the original gift. Then adjust the amount of the gift to $0.
I'm assuming that finance will want the reversal to appear in the same fiscal period as the original gift, so when you post the batch, you will want to back date it to the original contribution date. To do this, you may need to adjust the "Posting Max Backdate days" value in T_DEFAULTS (set it to something like 9000).
If the campaign holding the original gift is inactive, you may need to re-activate it temporarily to make the adjustment.
When you are done, reset the T_DEFAULT value and inactivate the campaign again. Then you should be all set.
Hope this helps.
- Levi
That does help. I'd sort of thought that I would need to do a reversal, but I've never done one. We are going to test it out in our test system first.
Thanks for the reply.