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How do I refund a donation?
How do I refund a donation?

Describes how to refund a donor's online transaction (donation).

Updated over a week ago

You will need the Can Refund permission to perform these actions.

Navigate to Contributions

Locate the donation on the Transactions screen of the Contributions module.

Select the dropdown arrow next to the Edit button, select Refund.

Note: You may need to scroll right in order to locate the "View" button at the far right of the row
Next, you will receive a confirmation pop-up to finalize the refund. Select > Yes

After refunding the transaction a note will be added to the refunded traction (see image below).

โ€‹NOTE: In general, refunded transactions from credit/debit card transactions are deposited into the refunded account within 1 - 2 business days. Refunded transactions from ACH (e-check) transactions are deposited within 2 - 4 business days.

The fees for processing the payment on the frontend of the transaction are non-refundable. Example: Someone pays $100 and there are $2 in fees. The church gets $98 deposited. If a refund is initiated, the payee gets $100 back since that is what they paid. So $100 is withdrawn from the church's bank account even though it was $98 that was originally deposited, because the church incurred a $2 processing fee. This initial processing fee is non-refundable.

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