Reverse an Offline Gift Entry

  1. Open “Contributions”.
  2. Locate the gift entry you wish to reverse in the “Transactions View” tab, right-click it, and click “Reverse” from the pop-up menu.
  3. A dialog box will ask you to confirm the Reversal.  Remember, this cannot be undone so proceed with caution.
  4. Verify and save.
  5. The result will be a new “reversal” transaction being created deducting the same amount as the original transaction, in essence, “zeroing it out”.

Other Resources Related to the Transactions View in Contributions

Add a New CC or ACH Funded Gift

Resend a Contributions Receipt

Edit the Designation in an Existing Gift

Refund a Credit Card or ACH Gift

Modified on Thu, 28 Sep 2023 at 10:31 PM

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