Refunding a Donation

What’s on this page

Finding the Refund button

To find the Refund button, select the Opportunity case created from the donation that needs  to be refunded.

Open

The Refund button will be near the top right of the Opportunity screen, next to the Follow button.

Confirming the Refund

Once the Refund button is clicked, a confirmation page will appear. You can enter a Refund Reason in the text box here.

Open

Once you are ready to confirm the refund, click on the blue Confirm button.

When the refund has been confirmed, you will notice that the Opportunity Stage will have changed from Closed Won to Closed Lost.

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