PSG Reports - Transactions: How to create a partial refund

How to create a partial refund


If your donor overpaid for an event and has asked you for a partial refund, or you need to give them a partial refund for any other reason, follow these steps. 

  1. In the Reports → Transactions screen, find the transaction in the list and click the Action button (3 vertical dots) and then select Refund.
  2. Next, in the Refund This Transaction screen, select Partial Refund and enter the amount to be refunded.
  3. Then click Refund at the bottom.
  4. You will be prompted to CONFIRM the refund. Mark the confirmation box and again click Refund.
  5. Back in the Transactions List, you'll see the partial refund expressed next to the entry.




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