Undo a pledge payment by refunding or deleting it. Refunding a payment keeps a record of the original payment and adds a refunded transaction to the constituent's timeline. Deleting a payment erases the payment record. Credit card transactions can be refunded but not deleted.
Refund or Delete a Payment
To refund or delete a pledge payment:
Go to the constituent's timeline.
Click the Pledge Payment entry.
To refund the payment:
Select Actions > Refund.
Click Update.
To delete a payment:
Remove any attachments.
Select Actions > Delete.
Click Yes.
Edit a Payment
Payments have the same fund, campaign, and appeal as the pledge, so changes must be made on the pledge and not on 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.