Reversing Contributions

  1. Navigate to the Contributor’s Record

    • Go to Giving > Contributions > Contributor Detail.
    • Locate the correct Contributor.
  2. Find the Contribution to Reverse

    • Identify the specific contribution that needs to be reversed.
  3. Reverse the Contribution

    • Click the Action Gear to the right of the transaction.
    • Select Reverse.

Important Notes

  • Reversing does not delete the contribution. Instead, it creates a reverse entry, so both transactions will appear on the contribution statement.
  • If you do not want the reversed transaction to appear on the statement, you will need to unmatch both entries after reversing the contribution.

This ensures accurate record-keeping while maintaining transparency in financial transactions.


 

 

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