Refund a Transaction

The refund steps below work for all transactions, but 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. Click 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 click Calculate.

     

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

5. Click Submit.

6. Click Confirm.

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

7. Click 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.