Contents
- Index
Deleting A Donor
To delete a donor:
1. Click the Donors icon and choose Add/Edit Donors... or press F4.
2. You will be shown the first donor. Click the Next or Previous buttons or type something in the Find field to find the donor you want to delete.
3. Click the Delete button.
4. For donors who donated recently you will be asked to confirm what you want to do. You should not delete anyone with donations in the current year because they will need a tax receipt. You should wait until June 1st to delete a donor with no donations this year but some donations in the previous year. This is because the donor may require a replacement tax receipt. For countries with a taxation year that is different from the calendar year, you should wait 5 months after your taxation year end. Click the Delete Donor button if you are sure this is the donor you want to delete.
5. For donors that donated a long time ago, you will be asked to click the Delete button again to confirm that you want to delete that donor. Click the Delete button again if you are sure this is the donor you want to delete.
6. The donor's name and address will be deleted but any donations they made will still be saved so you can view the donations for previous years. For example, if Fred Jones with a donor number JON 3 is deleted, then his donations will not be deleted and will have a donor number of JON###. You can still see his donations (with question marks for the name) by clicking the Reports icon and choosing Donations by Date and then clicking on One donor per page.
7. Click Save or press the Enter key.
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