To undo a donation, you can refund or delete it. Credit card transactions can be refunded but not deleted.
If you refund a donation:
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 donation:
The original transaction is removed from the constituent's timeline.
Bloomerang CRM doesn't send a deletion receipt to the donor.
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
Warning: If you refund credit card, EFT, Apple Pay, Google Pay, PayPal, and Venmo transactions processed through Bloomerang CRM, Bloomerang CRM refunds the full amount of the donation.
To refund a payment:
Go to the constituent's account.
Click Timeline.
Click the donation entry.
Select Actions.
Click Refund.
(Optional) Enter a reason for the refund.
Click Update. A refund transaction appears on the constituent's timeline.
Delete Payments
To delete a payment:
Go to the constituent's account.
Click Timeline.
Click the donation entry.
Remove any attachments.
Click Actions.
Select Delete.
Click Yes.