Refunds Overview

There are several places where a refund may occur in the system. When you are considering performing a refund on an item for your first time, it is recommended that you reach out to the Client Success Team first to verify the best way to process this transaction.

Credit Card Payment

If someone gave money to your foundation via credit card and you recorded it but now need to refund the money, you will need to refund the donation or payment. 

• Resource: 
  • Refund a Credit Card Payment 

Grants

A grant that has had both a voucher and a check posted and paid will have a refund option in the left-side menu.

• Resource:
  • Refund a Grant

Invoices

Any customer or profile payment that is added is created as a payment applied to an open invoice. You will need to create a negative invoice for the profile to issue a refund.

• Resource: 
  • Refund an Invoice

Manual Admin Fee

Manual Admin Fees can be used by a community foundation to issue a refund. To use the manual admin fee as a refund, you will need to put a negative amount for the admin fee.

• Resource:
  • Manual Admin Fees

Scholarships

If a school returns funding, a scholarship refund is needed. 

• Resources:
  • Refund a Scholarship Award
  • Void and Refund a Scholarship Check

Vouchers

If you need to create a check to refund someone for purchasing tickets, you will need to refund the payment either fully or partially by creating a voucher. 

• Resources:
  • Process a Refund for a Voucher