Any user with Admin Right can initiate a refund.
Please note that different payment processors may have different steps — we will note when applicable.
Follow the instructions below to issue refunds to participants as needed.
Accessing a Participant's Transactions
Locate the transaction(s) you wish to refund by selecting the participant whose account it is associated with from the Team Members' view.
Issuing a Refund
Select a Transaction to display the Funding Menu.
Your Options include:
- Viewing Notes
- Removing Donations
- Issuing a Refund
- Transferring Funds
- Viewing the Audit Log
- Viewing the Donor Info
**Please note if the donation was made to the trip and not a participant, open a support ticket with us to refund/remove that donation.
For payments and donations that have been processed through the Missions platform, selecting the option to Issue a Refund will initiate a refund back to the original donor or participant back to the same card or bank account they paid from through your payment processor. The refund will be processed in the timeline outline by your merchant provider.
*Note: If you prefer to issue a refund to the donor or participant via a check directly from your church or organization, choose to Remove Donation rather than Issue a Refund.
For Custom Allocations (manually added funds), you'll be prompted to use the Remove Donation feature.
Removing the donation will take the transaction amount down to zero.