There are two options to refund a back office donation:

Delete the Payment (there will no longer be a record of the payment in Altru)
  1. From Revenue, click Transaction Search
  2. Select the payment
  3. In the Tasks menu, click Delete Payment
  4. If this was a credit card payment, you will receive the message "This payment was previously charged to a credit card. Would you like to issue a refund on the credit card before deleting the transaction?"
    1. Click Yes to refund the payment to the credit card
Reduce the payment to $0.00 (there will be a record in Altru but the amount will be $0.00 with an adjustment)
Before completing these steps, if you would like the General Ledger to show the original back office payment and the reversal for the refund, you will need to post the original payment to the General Ledger prior to refunding.
  1. From Revenue, click Transaction Search
  2. Select the payment
  3. In the Tasks menu, click Edit Payment (or edit posted payment)
  4. Change the amount to $0.00 and the applied amount to $0.00
  5. Enter any adjustment information if this payment was posted
  6. Mark the checkbox "Refund card on save" if you want to refund the credit card payment.
  7. Click Save
Note: If this was a credit card payment, the refund will show in BBMS or Cybersource but there will be no refund record in Altru.  This may cause a discrepancy between your credit card merchant and Altru because Altru does not produce a refund record for a back office payment, but there will be a refund in BBMS.  You may need to make an adjusting journal entry in your General Ledger to account for the refund in Altru.