How to Issue a Refund

Julianne Manning -

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

 

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.

 

 

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

 

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

 

 

 

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