---
schema_version: "1"
id: a9abf56c95dc206edf46813ccd7d369b980bf5a03fbba88745ec895d59e3339e
title: Provide a Full or Partial Refund in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_provide_full_or_partial_refund.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_provide_full_or_partial_refund.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ba37e0105405326a642624b04c41c22b5dab0b5b99437f186099c41a07bc2eb9
description: Create a refund to ensure that the associated gift transaction contains the complete transaction history. Return the full or a partial gift amount to the donor. Use refunds to resolve gift entry mistakes or to honor a donor's request to reverse their gift.
products:
  - Education Cloud
release: "264"
---
# Provide a Full or Partial Refund in Education

Create a refund to ensure that the associated gift transaction contains the complete transaction history. Return the full or a partial gift amount to the donor. Use refunds to resolve gift entry mistakes or to honor a donor's request to reverse their gift.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
      <colgroup>
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d135964e39">REQUIRED EDITIONS</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d135964e39 ">Available in: Lightning Experience</td>

        </tr>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d135964e39 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>,
              and <strong>Developer</strong> Editions with Education Cloud</p>
          </td>

        </tr>
      </tbody>
    </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d135964e88">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d135964e91">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d135964e88 ">To create gift refunds:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d135964e91 ">
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_editions_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.">Modified Education Cloud Full Access permission set</a></p>
          </td>

        </tr>
      </tbody>
    </table>

1. From the App Launcher (![App Launcher](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/resources-product/images/fundraising/icon_applauncher.png)), find and select **Gift Transactions**.
2. Click the paid gift transaction that you want to process a refund for.
3. Click **Related**, and in the Gift Refunds section, click **New**.
4. Enter the refund amount and the refund date.
5. Select the refund status.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
    
    Note When you select Completed and save the refund, Salesforce updates the refund amount and the current amount fields on the related gift transaction. The original amount on the related gift transaction does not change.
6. Save your changes.
7. In the gift transaction record, update the status field as needed.
    
    Your Salesforce admin can add a validation rule that verifies the accuracy of the status update.
    
    For example, if the refunded amount doesn't match the original amount, a validation rule ensures that the status can't be set to Fully Refunded.