I know this is really a basic question, but we are at a conference and need to find out how we can issue a refund for someone who made a donation. I know how to do this through C&P, it's just when I click the Credit button, it doesn't do anything.
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How do you issue a refund in C&P?
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Good day @DGoodkin,
It is easy- simply go to the Portal (https://portal.clickandpledge.com) & follow these steps: http://forums.clickandpledge.com/con...-a-Transaction
Let us know if you need any further help.Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC
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Would you please send us the Order Number so we can review the transaction.Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC
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