Refund a Transaction

Amy -

A refund creates a new transaction, keeping the old one in place.

  • Click on "Reports"
  • Select "Transactions"
  • Find transaction by narrowing down data (date, donor last name, etc)
  • A "Refund" box will appear in the first column. Leave blank to refund full amount. For partial refund, enter the amount you want to refund to donor.
  • Enter in the amount to refund
  • Click "Submit"


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