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Adjusting a payment/gift that was supposed to go to a membership.

Jon Wysong

Hi there,

I have a payment/donation on file from 2023 that needs to be adjusted to a membership renewal. Technically our FY (which is the same as calendar year) for 2023 is now closed. Assuming Finance can do an easy journal entry on their end, what is the best way to accomplish this on mine in Altru?

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Comments

Rosita Bradham

@Jon Wysong
Hi! Your answer depends on what your finance team wants to do. If the payment/donation wasn't received via a sales transaction (i.e. daily sales, advance sales, or online sales), then you can edit the transaction or delete the transaction completely and re-enter it with correct back date of 2023.

If the payment/donation was received via a sales transaction, then the only way to adjust the revenue is to refund the original transaction and re-enter the transaction with the corrected revenue type. Most don't like this second option because the refund and adjustment would have a date of 2024.

Here's a knowledgebase article on changing how to fix your scenario -

Please let me know if that helps!

Rosita

Jon Wysong

@Rosita Bradham thank you - it was done in the backend and I think we will just delete the original payment as I recorded the membership payment with the same details when I posted my question.