There are two options to refund a back office donation. Please choose one of the following options, that will work best for your organization. 

Option #1: Delete the Payment (there will no longer be a record of the payment in Altru):
  1. Click Revenue > Click Transaction Search
  2. Search for and Select the payment
  3. Click Delete Payment from the Tasks menu to the left
  4. If this was a credit card payment, you will receive the message: This payment was previously charged to a credit card. Would you like to issue a refund on the credit card before deleting the transaction? Click Yes to refund the payment to the credit card

Option #2: Reduce the payment to $0.00 (there will be a record in Altru but the amount will be $0.00 with an adjustment):
Note: Before completing these steps, if you would like the General Ledger to show the original back office payment and the reversal for the refund, you will need to post the original payment to the General Ledger prior to refunding.
  1. Click Revenue > Click Transaction Search
  2. Search for and Select the payment
  3. Click Edit Payment (or edit posted payment) from the Tasks menu to the left
  4. Change the amount to $0.00 and the applied amount to $0.00
  5. Enter any adjustment information if this payment was posted
  6. Mark the checkbox Refund card on save if you want to refund the credit card payment.
  7. Click Save

Note: If this was a credit card payment, the refund will show in BBMS or Cybersource but there will be no refund record in Altru.  This may cause a discrepancy between your credit card merchant and Altru because Altru does not produce a refund record for a back office payment, but there will be a refund in BBMS.  You may need to make an adjusting journal entry in your General Ledger to account for the refund in Altru.

Note: These steps will not work if the payment has been posted. If the payment records says posted that means the deposit has been posted to the general ledger and can no longer be unlocked or edited.