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!
Hi Erica,I've done this a lot! Was the donation processed through the Contributions module or the Ticketing module? How you proceed differs pretty significantly.
-Maery
Part of the problem seems to be that I can't seem to open the order. The listing under in the constituent record says "ref no" not order number. When I enter it in as an order number I get "Unable to load order: The order you requested does not exist". Maybe it was done in the contribution module but I thought it was done from ticketing.
If you're looking at the contribution, the reference number is not the order number - the order number is often 1 less than the reference number, but that's an imperfect science. I typically open order history and look for an order with the same date as the contribution date. The orders typically look empty from that history screen if it's just a contribution, which also helps.
Ah ha! You are a genius! It worked! Thank you everyone.
Sometimes it's easiest to load the customer in the Ticket Orders module and click on the Orders chicklet
Once you are in the list of orders - if there are a lot of them - you can use Details down the bottom RIght (or Alt-D) to peek at them without opening and you'll see if there is a Contribution listed at the bottom