Gift Refund - PosiGive
- Jhetah Mae Leornas
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 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.
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.
After saving, a Gift Refund will be recorded which will be reflected in the Gift Refund object.
In the Gift Refund record page click the Refund Payment to process the refund.
Afterwards, a message will display confirming that the refund is Successful.
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.