Within Salsa CRM, you can manually create and process donations. This can be via credit card or a bank account if you have opted-into that service with CardPointe. There may be a scenario where you need to process a refund for that donation.
There are two steps with processing a refund in the CRM:
- Deleting or Reversing the donation record
- Process the refund in CardPointe merchant services
*Please note: If the transaction was processed through a Salsa Engage activity form, you will process the refund there.
Once the transaction is deleted or reversed, you will need to log in at:
http://donorpro.cardconnect.com/
If you do not have a log in for this platform, please contact our support team to assist you.
Once you are logged in, click on Reports at the top of the page to access the transactions. Search for the donor. You may have to update the date filters depending on how far back the original donation was processed.
Once you identify the transaction, click on the hyperlinked ID to the far left. When this loads, on the Refund button at the top:
You will then be prompted to choose the amount and a note to cite that transaction:
This will then process within Cardpointe.