Record a full gift refund

Record the return of an entire posted cash gift in your books. You need View cash gifts and Refund cash gifts, plus approved mappings and an active Operating fund.

Warning

This posts a full reversal in your books. Arrange the actual return of money separately; this action does not transfer funds to the donor. A posted gift refund cannot be reversed. Recording money received again requires a separate new cash gift.

Post the refund

1. Under Nonprofit, select Cash gifts.
2. Select the gift row to open its receipt.
3. Select Record refund to open the side panel.
4. Enter Why is this being refunded?, up to 5,000 characters.
5. Select Record full refund.
6. Check the refund notice on the receipt.

View refund journal opens the posted reversal when you also have View journal entries permission. A validation error reopens the refund panel with your reason.

What happens next

The refund reverses the original accounts, amounts, and financial coding. It retains the original gift and links to the refund journal. There is no partial-refund amount field.

Refunded gifts are excluded from donor giving counts and totals. The gift keeps earlier acknowledgment versions for viewing and downloading, but offers no new letter, send action, or second refund action.

Troubleshooting

A restricted gift needs enough remaining restricted balance. Existing releases may need a reviewed undo or correction before refunding. The reversal is normally dated today, so a closed or locked current period or another posting restriction can block it.

Repeating a completed refund reuses its existing posted reversal. Check the receipt for the refund notice before retrying an uncertain request.

Next, review restriction releases or review acknowledgment versions.