Refunding a Gift

If you have the appropriate permissions, you can refund all or part of a gift to its donor. The sytem will remove the refunded amount from the status indicators and gift honor rolls.

If the original gift payment was made as a credit card payment, you can process the refund back to the original credit card or just record the refund in the Convio database and issue a a check or cash refund offline.

If the gift is part of a registration fee, for assistance, refer to Refunding Participant Registration Fees.

To refund all or part of a gift:

Note: If you are on the Members roster on the Team page, skip directly to Step 4.

1. Click Customer Service from the top navigation bar. The Customer Service splash page displays.
2. In the Process Navigator, click Manage Participants. The Participants list page displays.
3. If the participant is not in view in the list displayed:
   1. Click the Search link. The Search page displays.
   2. Enter the information in the fields and click the Finish button. The Participants list displays with matching search results.
4. Click View Summary from the Actions column of the appropriate participant. The Summary page displays with registration details and the Gift History list.
5. Click Refund from the Actions column of the gift. The Refund Gift page displays.
6. In the Refund Amount field, to process a:
   • Full refund, leave the amount displayed.
   • Partial refund, enter the correct monetary amount to refund in the field.
7. If this is a Credit Card Refund, click the appropriate radio button.
   Note: Selecting the No, just record the refund in the Convio database radio button means that you will issue a check or cash refund to the donor offline.
8. Click the Next button. The Confirm Refund page displays.
9. After reviewing the refund details, click the Finish button. The Summary page displays again.