One-time donations and installments of recurring plans can be refunded from Fundraise Up. Recurring plans can be cancelled from either the dashboard or the Donor Portal.
- Refunding a Donation
- Cancelling a Recurring plan
- Why can't I redirect funds to other Campaigns or Designations?
Refunding a Donation
To refund a Donation, you need to be on that Donation's page in the Fundraise Up dashboard. There are plenty of ways to get there - the easiest way is to use the global search bar, but you can also find it via the filters on the Donations tab, in the corresponding Supporter record, and in the installments as shown on the Recurring plan if applicable.
Once on the page for the Donation you'd like to refund, you can click a button in the top right labeled Refund Donation, which will show you this popup dialog.
From there, clicking the red Refund Donation button will initiate the refund proper, and send out the Refund email template as enabled on the Campaign they gave towards.
Cancelling a Recurring plan
From the Dashboard
Similarly, to cancel a Recurring plan, you need to be on its page in the Fundraise Up dashboard. There are plenty of ways to get there - the easiest is the global search bar, but you can also find it via the filters on the Recurring tab, in the corresponding Supporter record, and on each installment's Donation record.
Once on the page of the Recurring plan you'd like to cancel, you can click theCancel Recurring button in the top right to cancel any future installments of the plan!
From the Donor Portal
Your recurring donors receive an initial receipt and installment receipts for every payment; at the bottom of that email, there's a button that'll take them to their Donor Portal showing the details of that Recurring plan.
Your Donor Portal's cancellation behavior is configurable, but whether you've enabled donors to cancel their own plans or have them submit a cancellation form, they can start that process by clicking the Cancel Donation button at the bottom of their Donor Portal.
Why can't I redirect funds to other Campaigns or Designations?
Donating funds, at the time of donation, is an agreement to provide funds to the specified Campaign (and Designation, if applicable).
Existing donations cannot be reallocated in our interface because that would violate that agreement. In order to redirect a past donation, a refund must be issued and a new donation made to show that donor's consent to direct funds to their new destination.
Similarly, in order for future funds to be redirected, the existing recurring donation plan must be cancelled and a new plan made, with specific consent from the donor to have installments of that plan direct funds to their new destination.