Forum Discussion

jggreen's avatar
jggreen
4 years ago

Customer credit now a donation

We are a NFP organistion and one of our customers has donated the credit they had on file. How do I record this? I cannot process a refund as the money is staying in our account.   Thanks for your ...
  • Tracey_H's avatar
    Tracey_H
    4 years ago

    Hi jggreen 

     

    Thanks for your post. You could process a refund and change the Account to a suspense account. Then record a Receive Money transaction and change the Deposit to Account to the suspense account and allocate the amount to the donations account.

     

    Please let me know if you need further help with this.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H's avatar
Tracey_H
Former Staff

Hi jggreen 

 

Thanks for your post. You could process a refund and change the Account to a suspense account. Then record a Receive Money transaction and change the Deposit to Account to the suspense account and allocate the amount to the donations account.

 

Please let me know if you need further help with this.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

jggreen's avatar
jggreen
4 years ago

Thanks for your advice!

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