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Transactions : Chargebacks
Jamie Beliveau 6/26/2024 2:27:00 PM

Introduction

Chargebacks occur when a fraudulent charge has been processed through the system. Your organization won’t be refunding money back into the card, but the transaction still needs to be marked. Chargebacks are not counted as revenue and will not show up as revenue.

Instructions

First go to Donations > Transactions > Search & Manage.



OR


Search for a specific transaction using the Quick Filters. If the Quick Filters don’t bring up the transaction you are looking for, use the Advanced Filter in the top right corner of the screen.



After finding the transaction you need to mark as a chargeback, hover over the ellipses to the right of the transaction. A list of options will appear. Select Chargeback.



A warning popup box may appear after you click Chargeback. Make sure to click OK on the popup in order to proceed with the chargeback.



The transaction will now be marked as a chargeback. 



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