If the credit card payment has been processed in the last 180 days (if using BBMS) it can be refunded or partially refunded as long as they are being done one at a time.  Credit card payments will not be processed through the merchant when using a batch to adjust them.

Depending on the action (adjusting or deleting) and what merchant gateway you are using you can expect the following:
  • If a credit card transaction was authorized through CyberSource or Blackbaud Merchant Services and is edited or adjusted, the refund will be automatically generated in BBPS.  BBPS will send this information to CyberSource or Blackbaud Merchant Services.
  • If a credit card transaction was processed using another Gateway, such as IATS, and is edited or adjusted, the refund will have to be created in that payment processor’s application/portal.
  • If a credit card transaction was authorized through CyberSource or Blackbaud Merchant Services and is deleted, the user will receive a prompt asking whether or not to create a refund.  If yes is selected, the refund will be automatically generated in BBPS.  BBPS will send this information to CyberSource or Blackbaud Merchant Services.
  • If a credit card transaction was processed using another Gateway (such as IATS) and is deleted, the refund will have to be created in that payment processor’s application/portal.