Refunds

Step 1: Process refund via Payment Processor #

To refund a donation, you will need to process the refund through your payment processor first.

• Bambora
  • For help with refunds through Bambora, read this help article.
• E-xact
• Payfirma:
  • For help with Payfirma refunds, read this help article.

Step 2: Make a record of the refund #

1. In Church Tools, go to Giving > Gift Entry menu.
2. Add a new batch with the following options:
   • Name: we recommend naming this “Refund for (name of donor)”.
   • Date Received: Set this to the original date when the refunded donation was received.
   • Correcting Batch: set this to Yes.
3. Save, then select Add gifts to the batch.
4. Select the original giver and payment type.
5. Select the original designation fund, then enter the negative amount of the donation.
6. Select Save, then go to the batch options and select Post Batch.