How to cancel transactions

< 1 min read

With ChurchTools you can cancel transactions very easily and, above all, correctly.

1. Select and cancel the transaction #

In the transaction overview (1) of the Finance module open up the 3-dot-menu (2) of the incorrect transaction and cancel (3) the transaction.

After you have entered the reason for the cancellation (4), you confirm the cancellation.

2. Cancellation transaction is created automatically #

With the confirmation, the cancelled transaction (1) is marked as cancelled (2) in the overview. ChurchTools has automatically created a cancellation transaction (3) with a corresponding note in the transaction text. The two transactions are linked (4) so that you can easily find the transactions that belong together.

3. Reverse cancellation transactions #

As long as the cancelled transaction has not yet been locked, you can delete the cancellation transaction by clicking on the trash can symbol (1) behind the transaction. The cancellation mark on the original transaction will then automatically disappear.

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Updated on 31. October 2024