Donor Fuse allows recording of full and partial refunds of pledged amounts from your donors. However, actual processing of refunds is done outside the system.
To record a refund:
- Click Contacts on the Main Menu, then Donors.
- On the Donors page, search for the donor who requested the refund. For more information, see How to Use Search and Apply Filters in Donor Fuse.
- When you find the donor, click the donor's name to open their record. Alternatively, scroll to the right, click the Action menu, denoted by three dots, then click View Details.
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On the donor's Details page, click the Pledges tab.
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Look for the pledge under which the refund will be recorded from the list (the bordered section in the above screenshot).
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Once you find the amount, scroll to the right, click the Action menu, then click Refund Pledge.
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On the Add New Refund window, under the Amount box that is located to the right of the Donor and Date boxes, the full amount paid by the donor is set as the default refund amount (full refund). If you want to issue a partial refund instead, proceed to Step 8. Otherwise, skip to Step 9.
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To make a partial refund, enter an amount that is less than the amount already paid by the donor on the Amount box.
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Enter the account from which the refund amount will be taken.
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Select a payment type from the list. If you select Check as the payment type, you are required to record the check number in the Reference Number box.
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Copy either the full refund amount in Step 7 or the partial refund amount in Step 8 to the Apply Amount box.
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Check the Send Receipt box on the lower left to send a receipt for the refund to the donor's registered email address.
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Click Process Refund to record the refund in the system.