3 Checks, one applied to wrong donor, batch closed

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unculturedswine
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Joined: Sun Jul 26, 2015 4:14 pm

3 Checks, one applied to wrong donor, batch closed

#1

Post by unculturedswine »

A member came to me and said that several weeks back they had paid with 3 checks, and 1 of the checks was from her son, but there was not a separate donation slip for his check so we entered in all 3 checks under the same name.

I can see where I can change the donation amount, but I'm unable to delete the check (which makes sense). Is there any way to make a new donation, and then move the check?

(I have found the donation in question)
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aebrown
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Joined: Tue Nov 27, 2007 8:48 pm
Location: Sandy, Utah

Re: 3 Checks, one applied to wrong donor, batch closed

#2

Post by aebrown »

unculturedswine wrote:A member came to me and said that several weeks back they had paid with 3 checks, and 1 of the checks was from her son, but there was not a separate donation slip for his check so we entered in all 3 checks under the same name.

I can see where I can change the donation amount, but I'm unable to delete the check (which makes sense). Is there any way to make a new donation, and then move the check?
Don't make a new donation; instead, edit the existing donation and use the New Slip button to create a new slip for the son. Record his donation there, and adjust the original slip to have the reduced amounts.
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