The Donations app provides the ability to designate a transaction as refunded. Doing so only updates the refunded status of the transaction in Soapbox Engage, and does not update the record in a connected CRM (such as Salesforce or Microsoft Dynamics). A transaction marked as refunded will no longer appear in the default Transactions view and summary information.
Designating a transaction as refunded does not have any impact on that transaction with your payment processor. To issue the refund itself, you must do so directly with your payment processor.
To designate a transaction as refunded in the Donations app, please follow the directions below.
- Go the Transactions view in the Donations app
- Find the transaction in question using the search field and/or filter pane
- Click the hyperlinked Name to view the Transaction detail view
- To the right of Refund Status, click the checkbox toggle to switch the status from Not Refunded to Refunded. If you wish to change it back to Not Refunded, simply click the checkbox toggle again.
- Click Close