Refund a Credit Card or ACH Gift

  1. Open “Contributions”.
  2. Locate the Online gift you wish to refund in the “Transactions View” tab, right-click it, and click “Refund” from the pop-up menu.
  3. A dialog box will ask you to confirm the Reversal.  Remember, this will result in a real refund from your bank back to their account and it cannot be undone so proceed with caution!
  4. Verify and save.
  5. The result will be a new “refund” transaction being created deducting the same amount as the original transaction, in essence “zeroing it out”.


PLEASE NOTE:


Current processors that work with the Reverse/Refund tool are:

  • iAts
  • STI
  • Payeezy
  • Braintree
  • Payment Springs


Other Resources Related to the Transactions View in Contributions

Add a New CC or ACH Funded Gift

Reverse an Offline Gift Entry

Resend a Contributions Receipt

Edit the Designation in an Existing Gift


Modified on Thu, 28 Sep 2023 at 10:30 PM

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