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Refunding Fundraising Donation Payments

  • Updated

Donation Payment Refunds

There can be multiple reasons for reversals - an incorrect amount, changed mind, chargeback etc. 

 

Refund with Compass Payment Processing 

OmegaFi processed the Credit Card/E-Check/Check payment for the client. OmegaFi will be responsible for refunding donor.

  • Steps for reversals:
    1. Contact OmegaFi Representative to have a refund processed to Donor
    2. Once the payment is refunded, go to the individual record and reverse
      • select desired Individual Record > Fundraising > Donations > desired Donation > view Transactions > click Reverse button next to desired payment 
    3. Ensure the Fund Account Collection Register shows the reversal correctly 
    4. Re-enter payment if necessary

Refund without Payment Processing 

The client does not allow payments to be processed in Compass and they have an outside vendor. 

  • Steps for reversals:
    1. select desired Individual Record > Fundraising > Donations > desired Donation > view Transactions > click Reverse button next to desired payment 
    2. Add a reversal reason.
    3. Re-apply payment if necessary.
    4. Client handles refund to card/account on their end.