To undo a donation, refund or delete it. Refunding a donation keeps a record of the original donation and adds a refunded transaction to the constituent's timeline. Deleting a donation erases the donation record. Credit card transactions can be refunded but not deleted.
Note: If you sync sales receipts from QuickBooks Online, when you delete a sales receipt in QuickBooks, Bloomerang CRM deletes the associated donation when you next sync.
Refund Payments
To refund a payment:
Go to the constituent's timeline.
Click the donation entry.
Select Actions.
Click Refund.
Warning: Refunding credit card, EFT, Apple Pay, Google Pay, PayPal, and Venmo transactions processed through Bloomerang CRM refunds the full amount of the gift.
(Optional) Enter a reason for the refund.
Click Update.
Delete Payments
To delete a payment:
Go to the constituent's timeline.
Click the donation entry.
Remove any attachments.
Click Actions.
Select Delete.
Click Yes.