Refund Transactions

From Revenue and Sales, you can refund sales orders, event registrations, memberships, and donations. You can also refund a transaction from its record.

When you refund a sales order, you can refund all items or only specific items (such as tickets, merchandise, or fees). Items with a limited quantity, such as tickets for a scheduled program, return to inventory. Taxes automatically refund for each item, and you can select whether to refund any fees.

When you refund a combination ticket, you must refund all programs or events in the combination — you can't refund the individual programs or events. If a patron returns items purchased together with a discount applied, the patron must return all items of the same type. Similarly, if a discount applied to the entire sales order, the patron must return all items in the order.

When you refund an event registration, Altru doesn't automatically cancel the registration. To cancel the registration after you add the refund, select the Registrants tab on the event record and select Mark as canceled.

When you refund a membership, you can refund only the member's most recent membership transaction.

  • If you refund a membership with a status of new, rejoin, or gift, the status changes to canceled.

  • If you refund the renewal of a membership that has not yet expired, the program deletes the renewal.

  • If you refund a mid-term membership upgrade, the membership returns to its level before the upgrade.

You refund a group sales reservation as long as it's status isn't Complete. To refund a reservation of another status, delete the non-posted payment to refund from the Payments tab on the reservation record.

  • For a credit card payment, Altru automatically refunds the card.

  • For a check payment, issue a check to the patron. For more information about group reservations, see Group Sales.

Refund a back office payment, such as a pledge installment or matching gift, from the payment's record. You can issue a full or partial refund. For example, your organization may retain a portion of the transaction amount as a handling fee.

  1. From the payment record, under Tasks, select Edit payment.

  2. For a partial refund, edit the amount and deduct the amount to refund.

  3. For credit card payments, Refund card on save appears. Select this option to receive a prompt to automatically issue a refund for the difference.

  4. Select Save.

For more information, see Edit a Payment.

Note: When you include a refund in a deposit with a post date different than the refund date, Altru updates the date and post date of the refund to match the post date of the deposit.