Difference between revisions of "ProDon:Cancelling a Transaction"
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== Introduction == | == Introduction == | ||
| − | It is sometimes necessary to delete or edit a transaction that has already been created in '''''ProDon'''''. | + | It is sometimes necessary to delete or edit a transaction that has already been created in '''''ProDon'''''. |
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| − | *The transaction is linked to the wrong donor; | + | |
| − | *The transaction is linked to the wrong donation occasion / activity; | + | The reasons may be various, for instance: |
| − | *The amount of the transaction is incorrect; | + | |
| − | *The cheque received for the payment is a bad cheque; | + | *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 ... | *The transaction has been entered twice ... | ||
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| + | 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. | ||
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| + | 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. | ||
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| + | 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 == | == Cancelling a Transaction == | ||
Revision as of 14:43, 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
Procedure if the receipt has already been issued
Procedure if the receipt was cancelled or has not been issued yet
Reactivating a Cancelled Transaction
Impact on the Reports
Reprinting Different Reports
