Refund a Transaction

Process credit and debit card and direct debit refunds in Luminate Online so that refund data will sync to Blackbaud Merchant Services.

Tip: Refunds for digital wallets, such as PayPal, need to be completed in your account for those providers.

You can also follow steps for specific scenarios:

• eCommerce store refunds, see Refund an eCommerce Purchase

• TeamRaiser registration fee refunds, see Refund a TeamRaiser Registration Fee or Additional Gift

• Event ticket refunds, see Refund Ticket Purchases

Process a refund

1. In Transactions, search for the transaction.

2. Select Refund in the Actions column.

   

3. Choose either a full or partial refund:

   • For Full Refund, select Refund the full transaction.

   • For Partial Refund, choose or enter the Refund Amount and select Calculate.

     

4. In Refund Method, choose either to process the refund to the same credit card or only record the refund.

5. Select Submit.

6. Select Confirm.

   Note: Refunds are irreversible. Refunds for online or offline credit card transactions must go back to the same credit card.

7. Select Done .

A refunded transaction is removed from the Transaction List on the Transaction page as well as from the Transaction List in the individual constituent profile. A record of the change can be accessed from the Interactions page in the constituent profile.