Managing and Refunding Contributions

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.