Difference between revisions of "ProDon:Cancelling a Transaction"
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To cancel a transaction, go to the "Client management". | To cancel a transaction, go to the "Client management". | ||
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| − | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Cancelling Transaction 002.png]]<br> |
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| − | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Cancelling Transaction 003.png]] |
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| + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the line of the transaction to be cancelled. | ||
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| + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the [[Image:Button_cancel.png]] button. | ||
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=== Procedure if the receipt has already been issued === | === Procedure if the receipt has already been issued === | ||
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| + | After clicking on the [[Image:Button_cancel.png]] button, this window opens. | ||
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| − | | | + | | [[Image:Cancelling_Transaction_004.png]] |
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| + | You then have to cancel the receipt. To learn how to cancel a receipt, consult the "Cancelling a Receipt" procedure. | ||
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=== Procedure if the receipt was cancelled or has not been issued yet === | === Procedure if the receipt was cancelled or has not been issued yet === | ||
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| + | After clicking on the [[Image:Button_cancel.png]] button, this window opens. | ||
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| − | | | + | | [[Image:Cancelling_Transaction_005.png]] |
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| + | Click on the "[[Image:Button_Check_mark_Confirm.png]] Yes" button. | ||
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| + | After clicking on the "[[Image:Button_Check_mark_Confirm.png]] Yes" button, this window opens. | ||
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| + | Choose, using the drop-down list, the reason of the cancellation. If no reason can be applied to the situation, it is possible to add a new one. In this example, the reason "Bad cheque" was added. | ||
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| + | If a new reason was added to the list at the previous step, this window opens. | ||
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Revision as of 15:56, 9 November 2011
Contents
Introduction
It is sometimes necessary to delete or edit a transaction that has already been created in ProDon.
The reasons may be various, for instance:
- The transaction is linked to the wrong donor;
- The transaction is linked to the wrong donation occasion / activity;
- The amount of the transaction is incorrect;
- The cheque received for the payment is a bad cheque;
- The transaction has been entered twice ...
If the transaction has not been trasferred yet, any wanted modification can be made to the transaction without having any impact on the information in the database.
If the transaction was transferred, but the receipt has not been issued yet, modifications can still be made. However, it is strongly not recommended to delete this transaction because you would lose track of it. It is therefore preferable to cancel the transaction and to create a new one. This way, a trace of the changes made will be kept in the database.
On the other hand, if the transaction was transferred and that the receipt has already been issued; you first have to cancel the receipt prior to proceeding with the cancellation of the transaction.
Cancelling a Transaction
To cancel a transaction, go to the "Client management".
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To do so, from the software home page, click on the "Clients" menu, then select " |
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After clicking on " | |
 | |
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A: Search, using the search bar, the client for whom the transaction must be cancelled. |
B: Once the client is found, double-click on this client's line. |
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After clicking on the client's line for whom a transaction must be cancelled, this client's file opens. Go to the "Tr. transferred" tab at the bottom of the file. | |
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A: Select the line of the transaction to be cancelled. |
B: Click on the |
Procedure if the receipt has already been issued
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After clicking on the |
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You then have to cancel the receipt. To learn how to cancel a receipt, consult the "Cancelling a Receipt" procedure.
Procedure if the receipt was cancelled or has not been issued yet
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After clicking on the |
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Click on the " |
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After clicking on the " |
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Choose, using the drop-down list, the reason of the cancellation. If no reason can be applied to the situation, it is possible to add a new one. In this example, the reason "Bad cheque" was added. |
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If a new reason was added to the list at the previous step, this window opens. |
Reactivating a Cancelled Transaction
Impact on the Reports
Reprinting Different Reports
