Document refunds from Payment records in NPSP.
Donation entry mistakes, like an errant decimal or an extra digit, or a panicked call from a donor can be resolved quickly and easily with a refund. Document the refund in NPSP.
To ensure the parent Opportunity contains the complete transaction history, always use the Refund button to create a refund. Don't directly edit a payment record to fix a donation mistake.
- Go to the Opportunity that contains the payment you want to refund.
- Open the Payment you want to refund.
- Click Refund.
- In Refund Amount, enter the refund amount:
- To refund the payment in full, leave the default entry.
- To refund a partial amount of the payment, enter the amount of the partial refund.
- Click Refund Payment.
When you refund a payment, NPSP:
- Updates the Opportunity's Amount to reflect the remaining amount.
- Leaves the original Payment record unchanged.
- Adds a negative Payment record to the Opportunity.
Note If a payment is refunded, its fixed-amount GAU Allocations are automatically adjusted to a percentage that reflects the proportion of the original Allocation amounts. For example: if a Recurring Donation of $50 has two fixed-amount Allocations for $25 each, and then a payment is refunded by $25, the Allocation automatically adjusts to a 50% split.