To undo a pledge payment, you can refund or delete it. Credit card transactions can be refunded but not deleted.
If you refund a pledge payment:
The original transaction remains on the constituent's timeline.
A refunded transaction appears on the constituent's timeline.
Bloomerang CRM doesn't send a refund receipt to the donor.
If you delete a pledge payment:
The original transaction is removed from the constituent's timeline.
Bloomerang CRM doesn't send a deletion receipt to the donor.
Refund or Delete Pledge Payments
To refund or delete a pledge payment:
Go to the constituent's account.
Click Timeline.
Click the pledge payment.
To refund the payment:
Click Actions.
Select Refund.
Click Update.
To delete a payment:
Remove any attachments.
Click Actions.
Select Delete.
Click Yes.
Edit Pledge Payments
Pledge payments have the same fund, campaign, and appeal as the pledge, so you must make changes to the pledge and not to the pledge payment.
You can edit the date, amount, non-deductible, and method of pledge payments on the payment entry. However, a credit card or EFT payment that was processed by Bloomerang CRM must first be unlinked from the transaction processor before you can make edits. For more information, read Unlinking Transactions from Transaction Processors.