Author Topic: Refunding via batch contibution update (Read 245 times)

sdragnev · December 01, 2014, 07:42:41 am

Hi all,

I've created a contributions profile to use for batch updates which includes contribution status.
Problem is that not all contribution statuses are available in the dropdown - "refunded" is missing.

Is this on purpose?
I glanced at the Batch.php code but didn't see anything specific.

joanne · December 01, 2014, 04:18:37 pm

Personally I find it better to record a second contribution for a negative amount with a status of completed if I need to do a refund.

That way I can keep track of the separate transactions involved and can answer questions on when and how both the original and refund were made.

sdragnev · December 01, 2014, 05:17:20 pm

We used to do that as well but changing the status is easier and less error prone (avoids issues with different amounts or financial types [we have multiple ones]). Technically it records a negative transaction in the background with the new date so a report on transactions rather than contributions will list two records instead of one.

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Author Topic: Refunding via batch contibution update (Read 245 times)

sdragnev

Refunding via batch contibution update

joanne

Re: Refunding via batch contibution update

sdragnev

Re: Refunding via batch contibution update