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 the following 1-2 business days.

ACH/eCheck donations take longer to process, so we will need to wait 3-5 business days after the ACH/eCheck donation has been submitted to confirm that the funds will be honored and refunded. Then we can process a refund for the ACH/eCheck donation. This will credit to the donor’s account within the same time frame as ACH/eCheck processing; 3-5 business days.

 

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