Cancelling a Pledge

If a contributor requests that a pledge be cancelled, follow these steps:

1. Open the Pledges record.
2. Change the Status from In Progress to Cancelled.
   • This displays the Cancellation tab.
     
     
3. Modify the Cancellation Date, if necessary. (Today's date appears in this field by default).
4. Enter any applicable comments.
   
   
5. Save the record.
   
   • For pledges with a Written stage, Aptify automatically generates a Cancellation Order to reverse the pledge's original order and corresponding Scheduled Transactions. The ID of that order appears in the Cancellation Order ID field.
   • If one or more payments have been applied to a written pledge before it is cancelled, the Cancellation Order generated by Aptify only cancels the remaining unpaid amount of the pledge.
   • If cancelling a one time pledge that has been paid in full (before it has been marked as Completed), then Aptify generates a credit memo for the pledge so the money can be refunded to the donor.
     
     
6. Open the Cancellation Order and modify as necessary. Then, change the Order Status to Shipped and save and close the order.