Steps to refund a bank account (ACH) payment
Please Note: the refund button is available on a bank account payment the day it is submitted by the donor until it is sent to the bank for processing. Clicking the refund button on the same day a bank account payment is submitted will result in a Void of the transaction. Once a bank account payment is processing, the refund button is not available until the payment is in a Deposited status.
To refund a bank account transaction in the admin portal, please follow these steps
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On the individual’s profile, click the Reports button and then click Payment History
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Scroll down to the list of payments and click the Information button to the left of the payment you need to refund
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Scroll down to the bottom of the screen and click the Refund ACH Payment button
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Click OK to confirm the refund
Please Note: The refund should complete within 2-3 business days