Payment Management

Quick Answer: Payment Management

Administration → Donor Payment Management lets authorized staff review payment history and use the payment actions shown for a specific processor-confirmed payment record. Actions appear only when supported for that record and permitted by the staff member’s access.

Review Payment History

Search for a donor, review the payment and subscription details available on their record, and use the relevant action when it is presented. You can also reach a donor record from Donor CRM.

Available Actions

• Hosted tools: Open provider-hosted tools when they are available for the donor and payment record.
• Recurring schedules: Use hosted tools or scheduled cancellation only when shown or supported for that payment record.
• Refunds: Refund an eligible online gift only for its full original amount.
• Payment history: Review available status and recorded payment evidence before communicating with a donor.

Process an Eligible Refund

1. Find the donor and open the applicable payment record.
2. Confirm that the record is an eligible online gift and that a refund action is available.
3. Review the full original amount and confirm the refund.
4. Use the resulting processor and recorded payment evidence when reconciling the reversal.

Partial refunds are not supported. Cash and check gifts are handled through Recording Donations, not this online refund flow.

Recurring Gifts

Do not promise pause, resume, immediate cancellation, amount changes, or billing-day changes. Scheduled cancellation and hosted self-service appear only when shown or supported for that payment record. See Recurring Gifts for donor-facing guidance.

Access and Permissions

Payment actions require the appropriate organization access and the current record to be in scope. Read-only users can review only the information their role permits. Payment Management does not replace the parent organization’s Giving Setup workflow.