Refunding Online Giving

Was this article helpful?
18 out of 25 found this helpful
Sorry this article wasn't more helpful - we'd love to improve it! Can you let us know what it was missing?

Comments

8 comments

  • Avatar
    sethking

    Hi Breeze, is there a refund fee added in this procedure?

  • Avatar
    Emily W.

    Hey @sethking!


    We credit the processing fee back. :)

  • Avatar
    sethking

    Hi Emily, 

    so the processing fee is 2.9%+$0.3/transaction for credit cards, am I correct?

    If we refund partially, for instance, the event payment is $30, and we issued a $15 refund, how does it affect the processing fee credit?

    Also, we noticed that online registration fee was under "online giving" menu in the system, yet in fact "registration fee" is not an "offering", are there ways to separate these incomes for the convenience of financial department?

    Thank you!  

  • Avatar
    Sheley

    Hey @sethking!  The partial refund will give a partial refund of the processing fee.  The $0.30 will remain as it's standard no matter what the gift amount was, but the 2.9% fee will be refunded reflect the amount given back.  If a $30 payment resulted in $1.17 in fees ($0.87 + $0.30), then the new fee would reflect $0.74.

    As for the Online Giving Menu - that's the only place to view the entire breakdown of transactions via online giving, however, the use of forms and designating a specific fun for the registration fees to go into would give you the ability to separate out the general giving from the event registration.

    If you go to More > Contributions and choose "Reports", under the "more" dropdown in the reports you'll see an option of "form" where you can view the specific funds given via a form entry. 

  • Avatar
    shirley

    Hi, how can I see the refund back to the giver on the Breeze end?

  • Avatar
    Emily W.

    Hi @shirley!

    You can search for the contribution and then click the dollar amount to bring up the details view.

    You can also see this information in the transfer history report. Viewing Transfer Reports and Transfer History

    If you still have further questions on how to locate this, please don't hesitate to reach out via email or by phone. We are happy to serve.

  • Avatar
    financial

    Hi. I have tried searching for a refund, and it does not show up anywhere. It is as if the transaction has disappeared. Our accountant has also looked and cannot find it. I'm not sure what else to do.

  • Avatar
    Emily W.

    Hey @financial!

    Thank you for reaching out to Breeze!  If you issue a refund for an online gift that had already come in and been transferred to your bank account, the refund (negative amount) would be applied with the next transfer so you'd see a negative amount (deduction) in the Transfer History report. 

    Here's an article on: Viewing Transfer Reports and Transfer History

Please sign in to leave a comment.