I have two donors who set up e-check recurring donations. When I set them up through Salesforce using Virtual Terminal, I inadvertently set them up as weekly rather than monthly. I didn't catch it until the second weekly echeck was processed. I cancelled the recurring gift and re-set them up as monthly, but I don't see how to refund the weekly gift that was processed in error. When I go to the transaction in Connect, I can get to the transaction, but there is not button for REFUND. Can you help me out with this?
Announcement
Collapse
No announcement yet.
Refunds for erroneous recurring charge
Collapse
X
-
Good day!
The weekly one that was done in error must have sent you a receipt. Do you have its order number?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
-
Good day @BeverlyMIS,
Sorry I must have paid more attention to your original post. eChecks cannot be refunded through the interface. The gateway does not support refund of echecks as they are handled through batches and refunds are not supported.
The only solution is to send the patron a manual check and refund.
Sorry for the inconvenience but eChecks are a bit behind times when it comes to processing.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
Comment
Comment