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How to Refund a Donation (with Video Tutorial): https://help.pm.leapevent.tech/a/978427
Sometimes, you'll need to refund a donation. Here are some reasons you might need to do so:
- A patron has made a donation in error, or it has been entered incorrectly
- You need to adjust financial reporting fields (Amount, Payment Type, Stage)
- In this case, you'll need to refund the Donation and re-enter it
- You need to split the donation
If you need to split a donation, head over to this article.
Otherwise, follow along below!
Start with our video tutorial:
The process is a bit different depending on if your donation is a stand-alone Donation record or attached to a Ticket Order.
We recommend you watch the whole video, but here are some time stamps for your convenience:
- How to refund a stand-alone donation - 0:38
- How to refund a PatronTicket Donation - 3:06
Prefer written out, step-by-step instructions? Don't worry, we've got those, too:
If you're refunding a stand-alone Donation Record:
1. Head to the donation you need to refund and click the Related tab
2. Scroll down to see if there's a Payment Transaction
3. Well, what'd ya see?
1. Click Refund Donation
2. Fill out the Refund form
- Select Refund Method: You'll be able to refund to the original credit card, by check/cash, or by any custom third party refund method you've set up
- Donation Refund Amount: This will default to the full amount of the Donation, but you can edit this to refund only part of the Donation
- Submit Refund
3. You're done refunding, nice work! Now for some follow-up work
- If you created a reminder task for yourself: complete that task and send your patron their money
- If you refunded this donation to adjust the Payment Type or Stage: add some info about what you're doing to the Description field, then re-enter the donation properly
- If not... you're done!
Cool, then you've got slightly different steps based on what type of donation it is:
1. Click the "Refund Donation" button
2. Choose the refund method and click "Submit Refund"
You'll be able to refund to the original credit card, by check/cash, or by any custom third party refund method you've set up.
3. All done!
This works the same way as a box office refund. When you’re all done, you’ll have a donation record with “Refunded” as the Stage. This donation will be excluded from all roll-up fields that calculate donation history, and also will be easy to filter out of all donation reports.
You won't actually need to process a refund in PatronManager - simply delete it.
If you're refunding a Donation on a Ticket Order
1. Head to the completed Ticket Order, then go to the Refund tab
2. Select the donation(s) you wish to refund as part of this Ticket Order and click "Refund Selected"
If your donation has not been qualified an error message will appear. Click "Qualify Donation" in the upper right-hand corner in order to complete this action and proceed with your refund.
Rusty on the qualification process? Click here for a video tutorial!
3. Submit the Donation Refund
Select the refund method (original Credit Card, Cash, or Check) and click Submit Refund.
Refunds as donations cannot be refunded as a donation!
4. You're done!
If you need to follow up by sending your patron their money, do so now.