How to disable/deactivate donor accounts

In order to disable donors, you need to remove any of their recurring gifts from the system.  If you wish to delete a donor, you must disable any of their recurring gifts in the system and then contact support at support@parishsoft.com or give us a call at 866-930-4774 Ext. 2. 

1. Select Donors from the left menu then enter the donor name into the search field in the upper right corner. Select Action then click View Donor Details. The following steps prompt you to look for and remove two things: a scheduled gift and credit card or bank account information.
   
   
   
2. See if they have a scheduled gift.
   
   
   
   
   • If they have a scheduled gift, delete that schedule by going to Reports → Recurring Gifts.
     
     
     Filter on their name by entering it in the search bar. Then, select Action → End Recurring.
     
   • If they do not have a scheduled gift or if you have already disabled it, go to step 3.
3. Remove payment profiles: go back to the Donor's record (see step 1) and click  Action → Payment Profiles.
   • If a Payment Profile is saved, highlight the payment profile (click on it) then click Remove Card or Remove Bank Account. Confirm then click Close.
     

April 17, 2023 19:33