Delete a payment
Deleting a payment is a definitive and restricted operation. It is only possible in one specific case: a payment manually entered by an administrator who made a mistake. All other payments (online, donation kiosk, automatic import) must go through a refund.
When can I delete a payment?
| Payment source | Deletion possible? |
|---|---|
| Manual (admin entry) | ✅ Yes |
| Online (Stripe, PayGreen, PayPal…) | ❌ No — use the refund |
| Donation kiosk | ❌ No — use the refund |
| Tap-to-Pay | ❌ No — use the refund |
| Software (automatic import) | ❌ No — unmatch the entry in the bank reconciliation tool |
Deletion procedure
- 1
Locate the payment
In the payments list, find the payment to delete.
- 2
Check that deletion is possible
Open the Edit menu (pencil icon). If the Delete the payment option appears, then it is indeed a manual payment.
If the option doesn't appear → the payment is not deletable, see Refund a payment.
- 3
Click 'Delete the payment'
A confirmation window is displayed.
- 4
Read the warnings
The window tells you the consequences:
- The payment will be permanently erased
- The associated tax receipt (if it exists) will be canceled
- Linked pledges, funds or campaigns will see their balance recalculated
- The operation is irreversible
- 5
Confirm the deletion
Click on Confirm deletion. The payment disappears from the list, and all linked entities are updated.
Consequences of deletion
After deletion of a payment, Unisoft automatically propagates the changes:
- ✅ Contact history: the payment entry disappears
- ✅ Donation pledge (if attached): the remaining balance increases by the deleted amount
- ✅ Campaign / Fund / Booklet: statistics are recalculated
- ✅ Tax receipt (if it existed): canceled and recorded in the list of canceled receipts of the tax declaration
- ✅ Budget booklet (if attached): the balance is adjusted
Alternatives to deletion
Before permanently deleting, ask yourself if a correction wouldn't be enough:
| If you want to… | Prefer |
|---|---|
| Reassign to another donor | Change the contact |
| Correct the donation destination | Change the reason |
| Cancel an online collection | Refund the payment |
| Correct only the tax receipt | Edit the tax receipt |