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Refund a Kindful Fundraising Transaction

Note: Are you a Kindful customer? Visit the Kindful help center at https://help.bloomerangkfl.com. We recommend you also update your bookmarks.

To refund a transaction created in Kindful Fundraising, you must use Bloomerang CRM.

Warning: Refunding credit card and EFT transactions processed through Bloomerang CRM will refund the full amount of the gift.

To refund the transaction:

  1. In Bloomerang CRM, go to the constituent's profile.

  2. Click the Timeline tab.

  3. Click the transaction entry.

  4. To refund the transaction, click Actions and select Refund.

  5. Enter a reason for the refund.

  6. Click Update.

The transaction is now refunded, and the full amount is on its way back to the constituent's bank account or credit card.
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You can view both the original and refunded transaction on the constituent's timeline.

Screenshot of the original and refunded transactions


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