Have a donation that's not quite right? We've made it easy to delete or cancel a donation record, so your donation records can stay up to date.
Edit a One-Time Donation
(1) To edit a one-time donation in Keela > go to the Contact's Profile > head to the Transactions Tab > and click the donation record that you would like to edit.
(2) Click the Edit button.
(3) Make your adjustments to the Donation Info or Associations and click save!
**If you make any changes that will impact receipting, make sure you cancel and re-create that receipt.
Edit a One-Time Donation Receipt Delivery Status
If you want to edit a transaction's Receipt Delivery Status, head to the transaction record and click Actions. Here you can mark the receipt as Delivered via Mail or Delivered- Method Unknown.
Edit a Recurring Donation
(1) To edit a donation revenue in Keela > go to the Contact's Profile > head to the Scheduled Recurring Tab > and click the recurring donation record that you would like to edit.
(2) Click the Actions button > select Edit.
(3) Make your adjustments to the Donation Info or Associations and click save! Keep in mind, these edits will only effect the next scheduled payment.
Delete a One-Time Donation
(1) To delete a one-time donation in Keela > go to the Contact's Profile > head to the Transactions Tab > and click the donation record that you would like to delete.
(2) Click the Actions button > select Delete Transaction > select Confirm.
**Please note that deleting a transaction record with remove the transaction and receipt from Keela. Please refer below for the difference between Cancelling and Deleting a Donation.
Cancel a Recurring Donation
(1) To cancel a recurring donation in Keela > go to the Contact's Profile > head to the Scheduled Recurring Tab > and click the recurring donation record that you would like to cancel.
(2) Click the Actions button > select Cancel Recurring > select Confirm.
Note that when you cancel a recurring donation, the donation record will be retained and the receipt will be cancelled automatically. The donor will no longer be charged for this recurring donation.
You will still be able to see the recurring donation record, but you will see a 'Pre-Cancelled' status, the donor will no longer be charged for this recurring donation moving forward. The status will switch to 'Cancelled' at the next recurring date.
Cancel a Single Donation Transaction within a Recurring Series
You can Cancel a single donation within a recurring series. We recommend this if a donor wishes to cancel one of their donations within a recurring series after the donation has occurred.
(1) To Cancel a donation in Keela > go to the Contact's Profile > head to the Transactions Tab > and click the donation record that you would like to delete.
(2) Click the Actions button > select Cancel Transaction > select Confirm.
Delete a Single Donation Transaction within a Recurring Series
After you cancel, you can then Delete this transaction if you would like it removed from your account records.
(1) To Cancel a donation in Keela > go to the Contact's Profile > head to the Transactions Tab > and click the donation record that you would like to delete.
(2) Click the Actions button > select Delete Transaction > select Confirm.
Refunding a Donation
Canceling or deleting a donation record in Keela does not issue a refund to the donor. If you need to issue a refund, you must do that directly in your payment processor (except for KeelaPay transactions). You can find more information about this in the following articles:
FAQs
Why does the canceled donation say 'pre-cancelled'?
When you first cancel the donation, you may see a 'Pre-Cancelled' status. Don't worry, they won't be charged after you cancel the donation! The status will update to 'Cancelled' on the next renewal date!
What's the difference between cancelling or deleting a donation?
When you cancel a donation, the donation record will be kept on your account for historical purposes but the Status of the transaction will be marked as Cancelled. The donation amount will not be counted towards any reporting calculations in your account - it becomes more of a 'record only' that you can use to follow the history of this transaction. If there was a receipt attached to the donation, it will automatically be marked as Cancelled (as per regulations).