How do I cancel or reassign a donation?

  1. Login as a site administrator 
  2. Go to Admin
  3. Select Donations and filter by how the donation was made via Offline Paid, Cheque Approved or Credit Card Approved.
  4. Select the donation that needs to be cancelled or reassigned
  5. On the far left you will see an option to Reassign or View Donation
  6. If you select Reassign you will be given the option to reallocate the donation to either General Funds or transfer to another asset page (Category, Project etc.)

    OR

    If you select View Donation, you will be given the option to Refund

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