PSFS Offering - Batches: How to delete contributions from an open batch

How to delete contributions from an open batch

When a Donation does not process, a check is returned, or you find something has been entered in error or duplicate, you may need to delete it to correct the issue. NOTE: Only contributions in Open, Committed, or Quick Entry batches may be deleted.

  1. Go to the Contribution List in the Offering Module.
  2. Enter the posting date range you need and click View Contributions.
  3. You can enter the following to filter the Contribution Results:  Envelope Number, Name (Last, First), Amount, Fund, and Batch (Description).  When you enter this information, the list will update automatically without you needing to push enter.  You may not even get the whole word entered before the list begins to update.
  4. Once you've located the Contribution you wish to Delete, click the checkbox to the left of the Contribution, and click the garbage can icon (delete) in the toolbar at the top of the page.

2017-11-08_10-31-40.jpg

  1. If the Contribution was in a batch that is Open, Committed, or a Non-Committed Quick Entry, then deleting it will cause the batch to now be unbalanced.  To correct this, you will have to go to "Batches" and locate the affected batch.  Click the "Edit Batch" icon to the left of the batch and edit the "Cash Total" for the batch so that it no longer takes the missing contribution amount into account (i.e. minus the deleted contribution amount from the cash total). For more information on editing the batch "Cash Total," click here.

2017-11-08_10-35-22.jpg

You've now successfully deleted a contribution and removed its amount from any related batch totals.

Related Articles

About the batch management page

How to correct a transaction in an open batch or no batch

How to create a batch for contributions or pledge payments

How To delete a batch

How to edit a batch

How to find a batch that isn't showing

How to make changes and corrections to a committed batch

How to view all of the contributions in a batch

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.