- Go To Donations
- Click Transactions
- Enter Donor's Name in search box
- Click Search button
- Click on settings icon in right most column.
- Click Donation details.
- Click on settings icon in right most column.
- Click on Refund to issue a refund. Void option will only cancel the transaction and will not refund.
In case of Void, the transaction amount has to be returned to donor manually via cash or check by the Masjid.
Once Refund icon has been clicked, the status of the transaction will change to REFUNDING and after forte settlement, status will be updated to REFUNDED.
Void: Voiding a transaction is just cancelling it from Mohid (that is updating the financials) without exchange of the amount.
For instance, a transaction is processed in your Mohid and amount has been deposited in bank account but this transaction was processed mistakenly under a wrong category. Now you will just void the transaction and add a new transaction under right category for record purpose only (meaning that there will be no process of payment again since payment is already received in the bank) to update in the system.
Refund: Refund option is used when you require reimbursing the amount as well besides cancelling it from Mohid.
For instance, a transaction is processed in your Mohid and amount has also been deposited in bank account but donor asks you to refund the transaction for any reason. In this scenario, you will use refund option. It will not only update the system but also return the amount into donor's account.
Note:
- Refund option is available for Forte only.
- Refund is only allowed when transaction status is Approved.
- Refunds usually take 3 to 4 business days for CC transactions & 4 to 5 business days for eCheck/ACH transactions to reimburse the amount into the donor's account.