New Feature: Adjusted Gifts – An Audit Trail for Refunds and Voids
asked us for a better way and it’s coming! Over the next month or so, we’ll be rolling out our Adjustments feature that will streamline your refund/void process. You’ll never need to leave DonorPerfect again to refund or void credit card and echeck transactions. (WOOT!) Even better, this new process creates an audit trail of any gift amount changes, which makes reconciling DonorPerfect with the Gateway and other financial systems a breeze.Have you ever had a donor ask for some or all of their money back because they are no longer able to attend an event? Or maybe you’ve entered a credit card gift in DonorPerfect, and then realized you put in the wrong amount? The process to issue a refund or void for your adjusted gifts used to involve making changes in several places with no easy way to track your changes for reconciliation. You
How to Adjust a GiftOnce you enter a gift, the gift amount field becomes read-only. Follow these steps if you need to adjust a gift after entering and saving it.
- Click the Edit icon next to the gift on the Donor’s Gifts tab.
- Click Adjust Gift or click the Edit icon next to the Gift Amount field.
- Enter the new gift amount, along with any notes about the reason for the change and apply the adjustment.