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Create a refund to ensure that the associated gift transaction contains the complete
transaction history. Return the full or a partial gift amount to the donor. Use refunds to
resolve gift entry mistakes or to honor a donor's request to reverse their gift.
Required Editions
REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and
Developer Editions with Nonprofit Cloud
User Permissions Needed
To create gift refunds:
FundraisingAccess permission set
From the App Launcher (), find and select Gift Transactions.
Click the paid gift transaction that you want to process a refund for.
Click Related, and in the Gift Refunds section, click
New.
Enter the refund amount and the refund date.
Select the refund status.
Note When you select Completed and save the refund, Salesforce
updates the refund amount and the current amount fields on the related gift transaction.
The original amount on the related gift transaction does not change.
Save your changes.
In the gift transaction record, update the status field as needed.
Your Salesforce
admin can add a validation rule that verifies the accuracy of the status update.
For example, if the refunded amount doesn't match the original amount, a validation
rule ensures that the status can't be set to Fully Refunded.
