Refund Donation Payments

Document refunds from Payment records in NPSP.

Donation entry mistakes, like an errant decimal or an extra digit, or a panicked call from a donor can be resolved quickly and easily with a refund. Document the refund in NPSP.

To ensure the parent Opportunity contains the complete transaction history, always use the Refund button to create a refund. Don't directly edit a payment record to fix a donation mistake.

1. Go to the Opportunity that contains the payment you want to refund.
2. Open the Payment you want to refund.
3. Click Refund.
4. In Refund Amount, enter the refund amount:
   • To refund the payment in full, leave the default entry.
   • To refund a partial amount of the payment, enter the amount of the partial refund.
5. Click Refund Payment.

When you refund a payment, NPSP:

• Updates the Opportunity's Amount to reflect the remaining amount.
• Leaves the original Payment record unchanged.
• Adds a negative Payment record to the Opportunity.

Note If a payment is refunded, its fixed-amount GAU Allocations are automatically adjusted to a percentage that reflects the proportion of the original Allocation amounts. For example: if a Recurring Donation of $50 has two fixed-amount Allocations for $25 each, and then a payment is refunded by $25, the Allocation automatically adjusts to a 50% split.