How to handle refunds or adjustments

Occasionally a donation needs to be refunded or adjusted.

Steps

1. Open the original donation record.
2. Look for an Adjust, Refund, or Void option (wording varies).
3. Enter the refund or adjustment amount, the date, and a clear reason.
4. Save the change.

Campaign totals and the donor's giving history should update accordingly.

Important: Always document the reason for the refund or adjustment. This supports financial audits and helps anyone reviewing the record later understand what happened.