Cancel a donation pledge

For:Administrator

Overview: Canceling a Donation pledge

Cancellation disables a pledge that will never be fulfilled — for example, a donor has withdrawn, you entered the information by mistake, or the pledge has become obsolete.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

Cancellation vs deletion: the difference

Unisoft implements soft delete: the record is not removed from the database. It is simply marked as inactive.

Aspect	Cancellation (soft delete)	Permanent deletion
Available in Unisoft	✅ Yes — this is the standard behavior	❌ No — reserved for technical support
Viewable in the Cancelled tab	✅ Yes	❌ No
Included in active KPIs	❌ No	❌ No
Trail for auditing	✅ Preserved	❌ Lost
Restorable	Reactivation from cancelled Pledges	Impossible

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

When to cancel a pledge?

Situation	Relevant cancellation?
The donor has withdrawn	✅ Yes
You have made a duplicate of a pledge by mistake	✅ Yes (cancel the copy)
The donor wants to reduce the amount pledged	❌ Prefer Modify
The donor wants to change the occasion	❌ Prefer Modify
The donor is deceased without having paid	✅ Yes (cancellation for proper accounting closure)
The pledge has already received payments	⚠️ See section Partially fulfilled pledge

Conditions for cancellation

Condition	Detail
Active pledge	A pledge that has already been canceled cannot be canceled again
No active subscription	If an automatic payment is funding 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 Donation pledge that needs to be canceled. Select the Pending or In progress tab depending on its status.

2. 2

   Open the edit menu

   To the right of the row, click the pencil icon (Modify). A dropdown menu will appear.

3. 3

   Click on “Cancel Donation Pledge”

   The option will appear in red at the bottom of the menu.

4. 4

   Confirm

   A confirmation window will show up: “Are you sure you want to cancel this Donation pledge?”.

   Click Yes to confirm. The promise immediately switches to the Canceled tab.

Immediate consequences

After cancellation, Unisoft automatically applies:

• ✅ Status : the Pledge changes to Cancelled (red)
• ✅ Tab : it disappears from the Pending / In progress / Resolved tabs, and appears in Cancelled
• ✅ KPI : the counters “Total amount of Pledges” and “Remaining” are immediately recalculated (the cancelled 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 automatically sent to the donor. If you wish to inform them, contact them manually.

Special case: partially paid pledge

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

Element	Behavior
Payments already collected	Remain in place, are not refunded
Issued Tax receipts	Remain valid (the donor has indeed paid these amounts)
Statistics of the related campaign/Fund	Payments continue to be counted toward it
Remaining balance	Is no longer tracked (the commitment is canceled)

⚠

If you also want to repay

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

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

Check the canceled Pledges

The Cancelled tab (in red) lists all the Pledges that are disabled in your organization. You can:

• Filter just like in the other tabs
• View details to understand why the pledge was canceled (fields, possible payments)
• Export in CSV format for archiving

No editing action is possible on a canceled promise (no modification, no payable amount).

Reactivate a canceled promise

A pledge canceled by mistake reactivates with one click, without re-entry:

1. 1

   Open the Cancelled tab

   In the list of Pledges, select the Canceled tab to locate the Pledge.

2. 2

   Pencil menu → Reactivate the pledge

   Confirm. The Pledge will return to To Collect along with its remaining balance; any payments that have already been applied are still counted.

Unisoft keeps track of the cancellation (who, when, reason) and the reactivation. From the mobile details panel, the same action is available in the “…” menu.

Canceling multiple Pledges

Select the relevant Pledges, then choose the grouped cancellation action. Verify the scope and confirmation; the restrictions of each Pledge remain in effect. For a large selection, check the result before proceeding with the unprocessed items. Cancellation does not refund any payments that have already been received.

Going further

• Modifying a pledge — often preferable to cancellation
• Understanding statuses — exact role of the Cancelled status
• Refunding a payment — if you also want to return the amounts