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Refunding a Donation

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There are three steps to take in order to refund a donation. The first is to refund the payment, second the tax receipt needs to be removed and finally the donation itself needs to be deleted.

  1. Open the Patron Record.

    For details on locating a Patron Record click here.

  2. Click the Donation tab.

  3. Select the donation to be refunded.

    Single click on the donation to select it.

  4. Click the Open button.

    The Donation Detail window will open.

  5. Click the Payment button.

    A Payment Warning opens, indicating there is no payment required for this order.

  6. Click the Yes button.
  7. Enter a negative payment for the value of the donation.

    Use the Prior Payments tab to review how the original payment was made.

  8. Click the Accept Payment button.

    A Payment Warning will appear indicating the payment made does not complete the order.

  9. Click the Yes button.

    The Process Another Payment window opens.

  10. Click the No button.

    The Donation Detail window opens.

  11. Click the Receipts tab.

  12. Click the Open button.

    The Edit Manual Receipt Detail window will open.

  13. Delete the Receipt #.
  14. Close the Edit Manual Receipt Detail window.
  15. Click the Delete button.

    The Delete A Record confirmation window opens.

  16. Click the Delete button.

    The receipt will be removed from the Donation Detail window.

  17. Close the Donation Detail window.

    The Patron Record will displaying the Donation tab.

  18. Click the Delete button.

    The Delete A Record confirmation window will appear.

  19. Click the Delete button.

    The Donation is now deleted from the Patron Record.

For quick reference information in Deleting and Refunding Donations you can access the following:

Flash

MP4