Processing Refunds

When you're viewing a profile from a constituent record, you can access the payment history by selecting "View History" under the Payments section.

In the "Manage Invoices" window, choose the specific line item you need to refund.

Paid invoices are listed in chronological order, with the most recent ones at the top.

To process a refund, select the payment that corresponds to the invoice you want to refund. In the invoice details, enter the refund amount next to the item you wish to refund.

Once you've entered the refund amount, an active "Refund" button will appear at the bottom. Click this button to process the refund.

After the refund is applied, the invoice will be updated to reflect the payment. You will also receive a notification in the top right corner confirming that the refund has been processed.

In the event of an error, the notification will indicate that there was an issue. If you encounter an error, please reach out to with details of the attempted refund.

It's important to note that refunds are not reversible, and they will not return the line item back to the open invoice.

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