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On this page
  • How to cancel a transaction
  • Navigate to Reports > View All Transactions
  • Filter results
  • Choose Transaction
  • Cancel Transaction
  • Confirm Cancelation
  • See canceled transaction
  1. ChangeUp DMS
  2. Reporting

Canceling a Transaction

PreviousUsing Report FiltersNextView transactions details

Last updated 1 year ago

There are three states that a transaction reported to ChangeUp can possibly have:

  1. Pending: When a transaction has been reported but is delayed (according to the ), awaiting completion.

  2. Complete: A transaction has passed the delay duration or has no delay and is finalized in the system. The transaction cannot be canceled and will be included in the monthly donation remittance.

  3. Canceled: The transaction has been canceled before completion and is no longer included in the monthly donation total.

How to cancel a transaction

Navigate to Reports > View All Transactions

The View Transactions button is on the main Reports page in the top right side of the page.

Filter results

There may be hundreds or thousands of results. Filter by date to find the transaction in question.

Choose Transaction

Once the transaction has been found, open the item's menu.

Cancel Transaction

Choose Cancel Transaction from the item menu.

Confirm Cancelation

Confirm this action; it cannot be undone once this transaction has been canceled.

See canceled transaction

Once the modal closes, the transaction will have a new status icon showing indicating the cancelation, this will ensure that it is not included in any donation remittance.

post-checkout webhook
Transaction cancelation confirmation.
A transaction that has been canceled.