I need to issue a partial refund (includes video)

Altru now allows you to partially refund discounted items such as tickets, memberships without contributed revenue, and preregistered program events. You cannot refund special event registrations or memberships with contributed revenue (where the membership rule says that the tax deductible portion is contributed revenue).  You are not able to do a partial refund for only the sales tax of an order. 
Follow these steps to create a partial refund:
  1. Select Sales, Refunds. 
  2. Search by the Order #, Constituent, Payment method, or Source
  3. Click the item you need to refund and click Select
  4. Under Items to be refunded, mark the checkboxes next to each item you would like to refund if more than one is present
    Note:  If you only need to refund some of the items in the order, only mark the checkboxes next to these items. 
  5. To partially refund an item, change the amount to refund in the Refund column. 
  6. In the Payment Details section choose the payment method you would like to use for this refund.
    Note: Credit Cards will not be refunded by the processor after 180 days have passed; you should refund these payments as Check or Cash.
  7. Choose the Reason Code and add a comment if desired
  8. Click Complete refund.  
  9. A pop up box will ask you "With this refund, do you want to mark registrants as Canceled and add tickets back to inventory?."  If you say no, then the capacity for the event will stay the same and the registrant will not be marked as cancelled.  If this person is no longer coming to the event, click No so that the capacity will be increased so these tickets can be resold and this registrant will be marked as cancelled.  If you are refunding memberships or membership add-ons, it will ask if you would like to cancel the membership.  
 
NOTE: Once you partially refund an item, you will not be able to subsequently fully refund the item. See our Knowledgebase solution here for more information. 

To partially refund tickets and merchandise:
 

To partially refund memberships and membership add-ons:

Environment

 3.14

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.