You have the option to refund a donation in full or refund part of a donation. As the fundraiser, it's important to process all refunds via TryBooking so that there is a clear audit trail on the payment and the refunds being issued.
Only users with 'Account Holder' access can issue refunds.
This article is in relation to donations made on Fundraising pages. To learn how to refund donations made during a booking for an event, click here.
Refund a donation in full
To refund a donation in full:
From the left menu, click Dashboard then under Fundraising click Refund a donation
To find the donation you wish to refund, you can enter in information in the filters at the top of the page and click Search
Tick the box to the left of the donation/s you wish to refund
Enter the reason for refunding at the bottom of the page. The reason entered will be included in the refund confirmation email sent to the donor/s
Click Refund
Click Confirm in the Confirm refund pop-up box to complete the refund
It can take 5-10 business days for funds to appear back in the donor's account
Once you have pressed Confirm you will not be able to cancel or reverse the refund
It is important to include your refund policy in your terms and conditions
Partial refund on donations
You have the option of providing a partial refund on a donation value, should you not wish to refund the full value of the donation initially made.
To provide a partial refund on a donation:
From the left menu, click Dashboard then under Fundraising click Refund a donation
To find the donation you wish to refund, you can enter in information in the filters at the top of the page and click Search
Tick the box to the left of the donation you wish to apply the partial refund to
Under Amount to be Refunded in the far right of the table, edit the value to be the amount you wish to refund.
Enter the reason for refunding at the bottom of the page. The reason entered will be included in the refund confirmation email sent to the donor
Click Refund
Click Confirm in the Confirm refund pop-up box to complete the refund
Refunded donations on Fundraising reports
Reports will automatically update to reflect any refunds processed on donations.