Do not refund the credit card payment through the credit card payment processor. This transaction will not be automatically recorded in CommunitySuite.
Refund Donation From Posted Credit Card Payment
- Navigate to the profile payment that needs to be refunded.
- All donations, invoices, credits, and vouchers are displayed in a box below the profile payment information.
- Select the ID of the donation you would like to refund.
- Click Un-Post in the left-side menu.
- Click Delete in the left-side menu.
- If this is a multi-fund donation that needs to be fully refunded, you will need to un-post and delete each donation record.
- Click [Yes] to confirm the deletion.
- Click Refund Creditcard in the left-side menu.
- Enter the amount you would like to refund and click Refund.
The refund will display in the till and the original charge will have been reconciled when the payment happened originally. The fee amount should be entered as a -0.00 (negative zero).
Refund Invoice From Posted Credit Card Payment
- Navigate to the profile payment that needs to be refunded.
- All donations, invoices, credits, and vouchers are displayed in a box below the profile payment information.
- Click [delete] next to the invoice you would like to refund.
- Click Un-Post in the left-side menu.
- Click Delete in the left-side menu.
- Click [Yes] to confirm the deletion.
- Return to the profile payment by clicking the profile payment ID in the list of payments.
- The profile payment will have an open balance.
- The profile payment will have an open balance.
- Click Refund Creditcard in the left-side menu.
- Enter the amount you would like to refund and click Refund.
The refund will display in the till and the original charge will have been reconciled when the payment happened originally. The fee amount should be entered as a -0.00 (negative zero).