Processing Refunds
Occasionally, you may need to process a refund for a donation. Maybe a donor experienced a connectivity issue while making a donation and a duplicate charge appeared, or maybe they accidentally added too many 0’s to the end of their donation.
To issue a refund, navigate to the Income Module and find the income that needs to be refunded.
Important to note:
To issue refunds using the instruction below, you must be using Stripe as your merchant gateway.
Open the income record and navigate to Payment & Receipt. Select the transaction for the payment – make sure it is highlighted blue like below.
Select Refund.
Select whether you are issuing a full refund or a partial refund. If you select a partial refund, make sure to adjust the Amount to Process. Once complete, select Start.
If there are any issues with your refund, reach out to help@compass-360.org.