Have a revenue that's not quite right? We've made it easy to edit, delete or cancel a revenue record, so your records can stay up to date.
Edit a One-Time Revenue
(1) To edit a one-time revenue in Keela > go to the Contact's Profile > head to the Transactions Tab > and click the revenue 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 Revenue 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 Revenue
(1) To edit a recurring revenue in Keela > go to the Contact's Profile > head to the Scheduled Recurring Tab > and click the recurring revenue 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 Revenue
(1) To delete a one-time revenue in Keela > go to the Contact's Profile > head to the Transactions Tab > and click the revenue record that you would like to delete.
(2) Click the Actions button > select Delete Transaction > select Confirm.
Cancel a Recurring Revenue
(1) To cancel a recurring revenue in Keela > go to the Contact's Profile > head to the Scheduled Recurring Tab > and click the recurring revenue record that you would like to cancel.
(2) Click the Actions button > select Cancel Recurring > select Confirm.
Note that when you cancel a recurring revenue, the revenue record will be retained and the receipt will be cancelled automatically. The donor will no longer be charged for this recurring revenue.
You will still be able to see the recurring revenue record, but you will see a 'Cancelled' status. When you first cancel the revenue, you may see a 'Pre-Cancelled' status. The status will update to 'Cancelled' on the next renewal date!
Cancel a Single Revenue Transaction within a Recurring Series
You can Cancel a single revenue within a recurring series. We recommend this if a donor wishes to cancel one of their revenues within a recurring series after the revenue has occurred.
(1) To Cancel a revenue in Keela > go to the Contact's Profile > head to the Transactions Tab > and click the revenue record that you would like to delete.
(2) Click the Actions button > select Cancel Transaction > select Confirm.
Delete a Single Revenue 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 revenue in Keela > go to the Contact's Profile > head to the Transactions Tab > and click the revenue record that you would like to delete.
(2) Click the Actions button > select Delete Transaction > select Confirm
Refunding a Revenue
Canceling or deleting a revenue 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 revenue say 'pre-cancelled'?
When you first cancel the revenue, you may see a 'Pre-Cancelled' status. Don't worry, they won't be charged after you cancel the revenue! The status will update to 'Cancelled' on the next renewal date!
What's the difference between cancelling and deleting a revenue payment?
When you cancel a revenue payment, the payment record will be kept on your account for historical purposes but the Status of the transaction will be marked as Cancelled. The revenue 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 revenue payment, it will automatically be marked as Cancelled (as per regulations).
Tip: We recommend always cancelling a revenue payment whenever a receipt has been created for it.
When you delete a revenue payment, the record is removed permanently from your account along with any receipts that may have been generated for it.
Tip: We recommend only deleting payments when they have been manually logged or imported in error, with no receipts created for them.