Refunding a Team 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.

For refunds of gifts originally made with a credit card payment, you can process the refund back to the original credit card or just record the refund in the Convio database and issue a a check or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.

To refund all or part of a team gift:

1. Click Customer Service from the top navigation bar. The Customer Service splash page displays.
2. In the Process Navigator, click Manage Teams. The Teams list page displays.
3. Click Manage from the Actions column of the appropriate team. The Team Details page displays.
4. Click Refund from the Actions column of the gift. The Refund Gift page displays.
5. 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.
6. 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.
7. Click the Next button. The Confirm Refund page displays.
8. After reviewing the refund details, click the Finish button. The Summary page displays again.