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Refunds for erroneous recurring charge

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  • Refunds for erroneous recurring charge

    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?

  • #2
    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

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    • #3
      I do and I can get to the order number in connect, It just doesn't have a way to do the refund.

      Here is one of them - 15118121832951 98562

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      • #4
        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

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        • #5
          OK - that's sort of what I thought, but I wanted to be sure I wasn't missing something. Thanks for the quick response.

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