Refund a Donor Account for a Removed Donor

This article provides steps to locate and refund a Donor Account that has been deleted.

  1. From Giving select Reporting.
  2. At Configure Report, from the drop down menu, select the Giving Detail Report.
  3. After selecting the appropriate report elements, click on Run Report.
  4. From the desired Fund, click on Show Transactions.
  5. Locate the desired line item. (Donors Name)
  6. From the Ellipses (3 vertical dots) you can view both the Account Detail or View Transaction. (Viewing the Transaction will show you the Contribution Details.)
  7. Select Account Detail.
  8. From the Transaction History select the desired transaction.
  9. From the Ellipsis (3 vertical dots) select the option to Refund.
  10. Select a Refund Reason.
  11. Click on Submit.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

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