Gift Refund is where you are allowed to refund donations. Most of the donation process will be reflected in the Gift Transaction. In the Gift Transaction, you can create a gift refund record that will be reflected in the Gift Refund object.
Please locate the Gift transaction record of the donor requesting a refund. You can find the list of gift transactions of a donor in their contact record.
In the Gift transaction, go to the Related list and locate Gift Refund.
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Click New to create a Gift Refund record.
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When New is clicked a form will display. Fill in the necessary details, and afterwards, click Save.
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Transaction record, you can find the related list on the right side of the screen. To initiate a Gift Refund, click the New button that appears when you click the arrow down button.
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Fill in the required information in the New Gift Refund window and then click Save. You have the option to process a full refund or a partial refund.
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After saving, a Gift Refund will be recorded which will be reflected in the Gift Refund object.
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To process a refund, go to Gift Refund.
Choose the record that you want to process a refund.
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In the Gift Refund record page click the Refund Payment to process the refund.
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Afterwards, a message will display confirming that the refund is Successful.
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For every successful refund, a Gateway Transaction (Refund) is created and linked to the Gift Refund record. If the refund fails, a PosiPay Log is created containing the details of the error.