Note: Before processing the refund, you can add an other payment method if you don't already have one set up in your database.
Step #1: Create the refund:
- On the Sales tab click Refunds
- Search by the Order number, Constituent, Payment method, or Source
- Click the item you need to refund and click Select
- Under Items to be refunded, mark the checkboxes next to each item you would like to refund if more than one is present
Note: If you only need to refund some of the items in the order, only mark the checkboxes next to these items - To partially refund an item, change the amount to refund in the Refund column
- In the Payment Details section, click the drop-down in the Refund Method column and select your other payment method
Note: When refunding to an Other payment method in Altru the patron's credit card will not be refunded. This step will allow you to show a refund in Altru without actually refunding the credit card. - Choose the Reason Code and add a comment if desired
- Click Refund
Step #2: Create the new order:
- On the Sales tab click Daily Sales
- Search for and select the name of your constituent
- Add the items that you need to the order
- In the payment section click Other
- On this window, enter the amount that you previously refunded to the other payment method
- Click the Other Method drop-down, select the name of your other payment method and Save
- Complete the order