To undo a split payment, you can refund or remove it. Credit card transactions can be refunded but not deleted.
If you refund a split payment:
The original split payment transaction remains on the constituent's timeline.
A refunded split payment transaction appears on the constituent's timeline.
Bloomerang CRM doesn't send a refund receipt to the donor.
If you remove a split payment:
The original split payment transaction is deleted from the constituent's timeline.
Bloomerang CRM doesn't send a deletion receipt to the donor.
Warning: If you refund credit card and EFT transactions processed through Bloomerang CRM, Bloomerang CRM refunds the full amount of the gift.
To refund or remove a donation:
Go to the constituent's account.
Click Timeline.
Click the appropriate split payment entry.
To refund the payment:
Select Actions > Refund Payment.
(Optional) Enter a reason for the refund.
Click Update.
To remove a split payment:
Within the split payment, click the payment you want to remove.
Remove any attachments.
Click Actions.
Select Remove Split.
Click Yes.
Distribute the remaining amount of the payment, then click Save. If there is only one transaction remaining after removing a split, it will show on the timeline as a non-split payment of the remaining transaction type. In the example above, if the $50 donation was removed as a split and added to the pledge payment, upon saving the timeline would show the $100 pledge payment.