As an administrator can I refund one of my donors?

Last Updated: Apr 16, 2016 09:51AM PDT

Yes, as an administrator you can refund donations directly from the Transactions Report. Any donation made to your account can be refunded within 60 days of the transaction. Following the 60 days, Classy will no longer have access to those funds so the organization would be responsible for issuing a refund directly to the donor. NOTE Refunds can be made 24 hours after the donation was made because payment takes time to settle. Below are steps on how to refund a donation.

1. Go to the Reports Tab and select the Transactions Report
2. Use Quick Find to search for the donation you want to refund
3. Select the edit icon next to the donor's name
4. Select refund donation

 

1. Go to the Reports Tab and select the Transactions Report

When you hover over the Reports Tab you will want to select the Transactions Report.

2. Use Quick Find to search for the donation you want to refund

Press Quick Find, type in the donor's name, and then press apply to search for the donor's donations. NOTE Use the date range filter to expand the time period of your search.

3. Select the edit icon next to the donor's name

Select the edit icon next to the donor's donation that you want to refund at this time.

4. Select refund donation

By selecting refund donation you are refunding just that donation. The donor that is being refunded can expect to see their refund in 3-5 business days.

If you need any help along the way please e-mail the Support Team at support@classy.org.