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Correcting A Donation That Went To The WRONG Patron Account (Payment deposited)

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When a donation has been entered for the wrong donor and payment has been deposited, we recommended simply transferring the order with the donation to the correct patron after removing tax receipts and letters assoicated with the donation.

Steps to correct the donation on WRONG patron account:
  • Go to the Patron Letter Tab, remove any emails or letters attached to the donation
  • Un-print Tax Receipts for the donation
  • Save and close the donation record

Steps to transfer the donation on CORRECT patron account:
  • Locate the donation on Order Tab of the wrong patron account and single click it to highlight the order
  • With the order hightlighed, click the Transfer button follow the promopts to transfer the donation order to the correct patron