Refunding a Processed Transaction

When necessary, you can refund a transaction that has been processed.

1. To ensure your accounting totals will be correct after the refund, reverse the transaction. This creates a separate, negative transaction on the account for the full amount of the original donation. For more information, refer to Reversing Finalized Transactions.

2. Next, access your processing company's Virtual Terminal and refund the money to the donor's card.

   • For a Sage Payment Solutions processor, log in to the Sage Virtual Terminal.For more information about how to locate and refund the transaction after you log in, contact Sage Customer Service.

   • For a IATS processor, log in to the IATS Virtual Terminal. The Client Code and Password are the same as the Online Agent Key and Online Agent Password you used when you set up the processor in eTapestry. For more information about how to locate and refund the transaction after you log in, contact IATS Customer Support.