How do I Issue a Refund?

There are multiple ways of providing a refund to a purchase or a donation.

Transactions

• Click top menu item Giving, select Transactions, search for location either using the contact's name, or use advanced find to locate using more specific criteria. 

• Select the transaction you would like to refund by clicking on the dollar amount on the left. $
• On the following page select Refund Payment. 

Contacts

• Click on Contacts -> Contacts & Donor Management.

• Search for the contact who made the transaction and pull up their Contact Card.
• On their card find Payments, and select the payment you'd like to refund. 

• Select Refund Payment.