---
schema_version: "1"
id: 2b62e04337717a0aa19a61d66a51f1dd837cd4075877d1a6ec7b2134e79005c4
title: Provide a Full or Partial Refund in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_provide_full_or_partial_refund.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_provide_full_or_partial_refund.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: abd2e6f2fb67b2fa9110eebb04efac00fae263e3cda53a667f392fd3db863b26
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:
  - Nonprofit
release: "264"
---
# Provide a Full or Partial Refund in Nonprofit

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>
        <col style="width:100%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d30248e39">REQUIRED EDITIONS</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d30248e39 ">Available in: Lightning Experience</td>

        </tr>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d30248e39 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
              <strong>Developer</strong> Editions with Nonprofit 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="d30248e85">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d30248e88">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30248e85 ">To create gift refunds:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d30248e88 ">
            <p style="margin-bottom:0;" dir="ltr">FundraisingAccess permission set</p>
          </td>

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

1. From the App Launcher (![App Launcher](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/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-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/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.