IO Contributions - Delete: How to delete a contribution that was not posted through a batch

How to delete a contribution that was not posted through a batch

Only those contributions entered outside of a batch in the contributions screen may be edited through this process.

To delete one contribution or several contributions is virtually the same process. To access the article that steps through a bulk-delete, see the article How to bulk-delete a group of contributions.

  1. Go to the Contributions page.
    • Using the Navigator Bar, select Contributions.
      -or-
    • Using the  Contributions Card, select Year, or the correct option (Today, Week, Month) that includes the contribution dates of the record you want to edit.
      Nav_to_Contributions_with_each_option_selected_on_card.png
  2. Use the Filter Panel on the right and/or the Search Bar at the top to bring up the contribution. You also may find this article helpful: How to search for a contribution. Note: If the contribution was entered through a batch you will not be able to delete it through this process.select_by_fund_and_envelope_in_grid_view_for_batch_edit.png
  3. Select the contribution you would like to delete. Simply click the checkbox to the left of the record to select it.
    select_and_delete_card_view_contribution.png
  4. Once you have selected the contribution record you want to delete, click the delete action icon in the upper right corner of the screen as shown in the image above.
  5. A message will display letting you know the record has been deleted.
    cardviewafterdelete.png
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