How to Issue a Refund

Deborah Adams -

Search for the Donor under the Donor tab. Click to highlight their name and then click on View Transaction.

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Next click on Transactions from the left-hand side menu. Then click to highlight the transaction that needs refunded and click on Refund. Please note that only transactions that have cleared can be refunded.

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Choose the reason for the refund and then click on Process Refund.

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You will get an alert letting you know when the donor can expect to see the refund. Click on Ok.

 

 

 

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