- Introduction
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Start here
- Register for Live Training
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Register for Live Training
- Watch the video
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Watch the video
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Download the slides
- Read the articles
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Read help articles
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Read help articles
- Knowledge check
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Apply what you've learned
Managing and Refunding Contributions
This course walks through the process of editing and refunding contributions in EveryAction, including how to handle chargebacks, use bulk editing tools, and improve the mobile donation experience. Learn how to customize supporter self-service portals and streamline contribution management. Register to either watch a video, attend a live Q&A, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.
Managing and Refunding Contributions
This course is designed to help users manage donation records and improve the donor experience in EveryAction. You'll learn how to adjust and refund contributions, use mobile donation features, and support donor autonomy through self-service pages.
What You’ll Learn in This Course
- When and how to edit, refund, or delete contributions
- The different adjustment types: refunds, chargebacks, and insufficient funds
- How to use bulk editing tools and the Financial Batch Manager
- Mobile donation enhancements like auto-scroll, camera-based card entry, Apple Pay, and PayPal
- How to create and customize supporter self-service portals
- How donors can view their history and request receipts securely
- Best practices for managing contributions efficiently and securely
By the end of this course, you’ll be prepared to manage refunds and donation data with confidence—on desktop or mobile.
