Processing Refunds

To process a refund the Guest must show with and overage and you must wait 24 hours from the original charge.

Refund from Event Statements/Overpayments
Refund from All Payment Transaction History
Refund Cash, Check or Other payment type

Refund from Event Statements

1. To start a refund you will want to remove the item, donation or RSVP you are refunding.

For instructions on how to Remove a bid/donation/purchase from the guest statement: https://maxgiving.helpscoutdocs.com/article/61-how-to-delete-a-bid-donation-purchase
For instructions on how to remove an RSVP level from a guest: https://maxgiving.helpscoutdocs.com/article/50-deleting-a-constituent **Make sure to also remove necessary additional reservations or sponsors.

2. Once you have removed the item, your guest will have an overpayment that will be available for refund.

To do this:

Click on the Event Statements (for either pre-event or event) tab and go to the Overpayments tab.
Choose the guest you would like to refund and click the REFUND button to the far right on that guests row.

The Guest Statement popup will open and show the guest balance, This should show the overpayment amount.
Click PROCESS REFUND.

Choose the appropriate type of transaction to be refunded, Cash, Credit, Check, or Other (once the original payment type is selected you can choose a card on file, check, or other).

Choose the Refund Method **The card must have been charged at least 24 hours before issuing a refund. If you are not presented with Credit as a method, it may indicate the 24 time frame has not passed.
Enter Refund Amount. *** Only up to the overpayment amount may be refunded. Refunds can not exceed the original payment method amount.
Click Submit.

3. Once this transaction has been completed, you should no longer see the guest listed in the Overpayments section.

**If you need to make a refund to a card so that a check, cash, or other payment can be made (not refunding an item), you will follow the steps above but once you complete the refund, resell the item, donation or RSVP to the guest and apply the new payment.

If you need any help with other refunds outside these parameters, please contact our office.

Refund from All Payment Transaction History

From the dashboard menu, select All Payment Transactions History from the Statements & Payments section of the menu.
Once selected, be sure All Payment Transaction History is underlined above the Last Name Column, to ensure you are on the correct page.
Find the correct payment to refund. You can search any of the columns by entering the search term in the box below any column header OR sort the columns by selecting the column header.
Select Refund on the appropriate payment in the Action Column.
The appropriate payment method for the transaction will be pre-selected. You can NOT refund to another card, it must go back to the card originally charged.
Enter Refund Amount. *** Only up to the original amount may be refunded. Refunds can not exceed the original payment method amount.
Select Submit

Refund cash, check, or other payment type

From the dashboard menu, select All Payment Transactions History from the Statements & Payments section of the menu.
Once selected, be sure All Payment Transaction History is underlined above the Last Name Column, to ensure you are on the correct page.
Find the correct payment to refund. You can search any of the columns by entering the search term in the box below any column header OR sort the columns by selecting the column header.
Choose Edit/Delete from the Action column on the appropriate payment and a new window will populate with the payment details and two options:
1. Delete payment from the statement: This option will delete the payment and create a balance due for that amount

Edit payment details: This option will allow you to edit the details, such as the amount, Payment Type, and Payment Date

Select Submit Changes