How to Refund Donations

How to refund a donation step-by-step

Ashleigh Alldredge avatar
Written by Ashleigh Alldredge
Updated over a week ago

If you are looking to refund a donor, please follow the below steps:

1. Search by the name, email, confirmation code, or transaction code of the donation you want to refund.

2. Click on the name of the corresponding transaction you would like to refund from the search list.

3. This will bring you to the Donation Details page. Scroll down to the "Associated Transactions" section, and click on the Transaction Code.

4. This will bring you to the Transaction Details page. Click "Refund Transaction" on the left-hand side of the screen.

5. This brings you to the menu to refund the donation. You can process a refund for the full amount or a partial amount. If you need to complete a partial refund, enter in the amount in the "Refund Amount" box.

  • Note for partial refunds with the Stripe Payment Gateway: when completing a partial refund with a Stripe Gateway, the transaction fees may vary and your deposit amount may not match what you expect. If you have questions regarding the fees and deposit amount for a specific transaction, please reach out to our team!

6. To process the refund completely through the platform and through your payment gateway, make sure "No" is selected under "Has the money been refunded manually?" 

If you have previously refunded the amount via check, within your payment gateway directly, or by some other means, and you just need to report the refund without it actually being processed through your payment gateway, then you would select "Yes." 

7. Then just click the "Refund" button, and the donation will be refunded.

If you have any questions regarding processing refunds, please contact 

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