The purpose of this guide is to show you how to manage a transaction record (i.e., donation, membership registration, event registration, or store purchase) in Neon AFTER the payment has been refunded either by your organization or gateway vendor.
Deleting a transaction record will permanently remove that data from Neon.
First, go to the NeonCRM account for the person whose payment record you'd like to remove. Scroll down to the appropriate section on their account that contains the unwanted item you are targeting for removal.
Click the row of the membership record you want to remove.
Click on the row of the donation to remove.
This one shows a deletion occurring from the 'Orders' subtab of the Store tab. Click on the row of the order you want to remove.
Click on the row of the event registration you wish to remove. The detailed guide to cancelling or deleting registrations is found here.