PSG Reports- Transactions: How to refund a transaction

How to refund a transaction

*ACH or Echeck transactions need to wait until they have been cleared before you can refund them.  This can take up to 10 days.


1. To refund a transaction go to Reports → Transactions

Reports_-_Transactions.png

*If desired you may search for the donor by name by either using the Search bot in the top right corner or the Advanced Search next to it.

2. Locate your donor’s transaction then click on the Action drop-down and Choose Full Refund.
Reports_-_Transactions_-_Action_-_Full_Refund.png

3. When the message pops up to ask confirmation, type REFUND in all caps.  That will allow you to click the Confirm Refund.

Reports_-_Transactions_-_Action_-_Full_Refund_-_Confirm_Refund.png

 

*Typically:
Credit/Debit card
 refunds will be credited to the donor’s account within 1-2 business days.

ACH/eCheck donations take longer to process, so you will not have the option to refund the transaction until 10 business days after the donation has been submitted. This ensures the church does not credit the donor's account without receiving the gift first. This donor's account will then be refunded within 3-5 business days.

 

Related Articles

 

 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.