Refunding a donation

We processed a donation for a patron that we now have to refund and reprocess with a different payment method. While I see the donation in the patrons constituent record, when I try to pull up the reference number it says it does not exist.

Has anyone refunded a donation before? Can you give me a step by step?

Thanks!

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  • This happens a lot - when my Dev department find a TNEW donation they can't reverse they worry but it's actually easier than in Contributions.

    1. Open the order
    2. Click on the contributions tab in the middle of the screen
    3. edit the Contribution amount to $0
    4. You should see a -ve amount owing in the order
    5. Open the green money bag (payments)
    6. Pop it in on-account or refund it as your heart desires.  

    If you pop it on account you can re process it as a standard contribution in the contributions module if you like.

    Call me if you need a hand

    I'm waiting for the day when Orders and Contributions join to become a single processing module