Donation entered to wrong donor.

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dmwat
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Posts: 1
Joined: Sun Dec 21, 2008 4:29 pm
Location: San Manuel, Arizona, USA

Donation entered to wrong donor.

Postby dmwat » Sun Dec 21, 2008 8:51 pm

Several months ago, a donation was entered to the wrong donor and is now part of a closed batch. What is the best way to fix this?

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Mikerowaved
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Joined: Sun Dec 23, 2007 12:56 am
Location: Layton, UT

Postby Mikerowaved » Sun Dec 21, 2008 9:12 pm

It's pretty simple.

  1. In MLS, go to Finance --> View/Update Donations
  2. Open the affected batch by clicking on the date.
  3. Find the donor's name and click on it.
  4. In the "donor slip" screen, change the donor's name to the correct one.
  5. Press Save Donation.
  6. Fill in the reason you are making the change.
  7. Close the batch and print the revised batch report.
Cheers,
Mike
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