Cancel a donation pledge

Pour :Administrateur

Preview: Cancel a donation pledge

Cancellation disables a pledge that will never be fulfilled — for example, a donor has withdrawn, you entered something by mistake, or the pledge has become obsolete. Unlike a permanent deletion, the pledge remains visible in the Canceled tab for traceability reasons.

Cancellation vs deletion: the difference

Unisoft practices soft delete: the pledge is not erased from the database. It is simply marked as inactive.

Aspect	Cancellation (soft delete)	Permanent deletion
Available in Unisoft	✅ Yes — standard behavior	❌ No — reserved for technical support
Viewable in the Canceled tab	✅ Yes	❌ No
Counts in active KPIs	❌ No	❌ No
Trace for audit	✅ Preserved	❌ Lost
Restorable	Indirectly (recreation)	Impossible

Recommendation: always use cancellation. It is enough in 99% of cases and preserves history.

When should you cancel a pledge?

Situation	Cancellation relevant?
The donor has withdrawn	✅ Yes
You have duplicated a pledge by mistake	✅ Yes (cancel the copy)
The donor wants to decrease the pledged amount	❌ Prefer Edit
The donor wants to change occasion	❌ Prefer Edit
The donor has passed away without paying	✅ Yes (cancellation for clean accounting closure)
The pledge has already received payments	⚠️ See section Partially fulfilled pledge

Conditions to be able to cancel

Condition	Detail
Active pledge	A pledge already canceled cannot be canceled again
No active subscription	If a recurring direct debit feeds the pledge, cancellation is disabled. First pause the subscription from Recurring payments.

Procedure

1. 1

   Locate the pledge

   In the list (/app/promesses/list), find the pledge to cancel. Pending or In progress tab depending on the state.

2. 2

   Open the edit menu

   To the right of the row, click the pencil icon (Edit). A drop-down menu opens.

3. 3

   Click 'Cancel the Donation pledge'

   The option appears in red at the bottom of the menu.

4. 4

   Confirm

   A confirmation window appears: "Are you sure you want to cancel this donation pledge?".

   Click Yes to confirm. The pledge immediately moves to the Canceled tab.

Immediate consequences

After cancellation, Unisoft automatically applies:

• ✅ Status: the pledge moves to Canceled (red)
• ✅ Tab: it disappears from the Pending / In progress / Settled tabs, and appears in Canceled
• ✅ KPIs: the "Total pledge amount" and "Remaining" counters are immediately recalculated (the canceled pledge is no longer counted)
• ✅ Donor profile: the commitment no longer appears in active pledges, but remains visible in the history
• ❌ No notification is sent to the donor

ℹ

No cancellation email

Cancellation is an internal decision. No message is sent automatically to the donor. If you want to inform them, contact them manually.

Special case: partially fulfilled pledge

If the pledge has already received payments at the time of cancellation:

Element	Behavior
Payments already collected	Remain in place, are not refunded
Tax receipts issued	Remain valid (the donor did pay these amounts)
Statistics of the linked campaign/fund	Payments continue to be counted there
Remaining balance	Is no longer tracked (the pledge is canceled)

⚠

If you also want to refund

Cancellation does not refund payments already received. If you wish to return the amount to the donor, that is a separate operation:

1. Cancel the pledge
2. Go to Payments, find each payment assigned to this pledge
3. Proceed to a refund (for Stripe payments) or a deletion (for manually entered payments)

View canceled pledges

The Canceled tab (in red) lists all disabled pledges of your organization. You can:

• Filter as in the other tabs
• View the detail to understand why the pledge was canceled (fields, any payments)
• Export as CSV for the archives

No editorial action is possible on a canceled pledge (no editing, no assignable payment).

Restore a canceled pledge

Unisoft does not provide a direct restore button. To "bring back to life" a canceled pledge:

1. 1

   View the detail of the canceled pledge

   To retrieve the values (occasion, type, reason, amount, donor).

2. 2

   Create a new pledge

   With the same fields. See Create a pledge.

3. 3

   Leave the old one archived

   The old canceled pledge remains for the record in the Canceled tab.

Go further

• Edit a pledge — often preferable to cancellation
• Understand the statuses — exact role of the Canceled status
• Refund a payment — if you also want to return the amounts