Gift Refund - PosiGive

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.

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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.

 

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.