In Rock, navigate to a transaction > click Refund > adjust the total of the refund (for a partial), select a reason, and leave the Process refund through financial gateway box checked. Payments can be partially or fully refunded. Gifts can only be fully refunded.

After initiating the refund, you can view the refunded transaction in either the Payments or Gifts page of your Subsplash dashboard. You can manually search for the transaction or filter the page by the Refunded status.

Click on the transaction to open the details. The gross & net amounts will be reduced by the refund. We will also display the name of the user who initiated a refund and the total amount of the refund.

When viewing the Past transfer report, an individual line item for the refund will appear, as well as the original transaction if it falls in the same transfer. If the transaction does not fall within the same transfer, you will only see the refunded line item, and the original transaction will still be present in its original transfer report.

When initiating a refund via Rock, there is no syncing needed because the refund record is created immediately. However, if you initiate a full refund of a donation via Subsplash, the automatic sync job (or manual sync) will detect the refund and create a new negative transaction in Rock to balance out the funds. If the donation is older than the sync window (default: 14 days), you will need to manually sync the transactions covering the date of the original gift.