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
On the individual’s profile, click the Reports button and then click Payment History
Scroll down to the list of payments and click the Information button to the left of the payment you need to refund
Scroll down to the bottom of the screen and click the Refund ACH Payment button
Click OK to confirm the refund
Please Note: The refund should complete within 2-3 business days