Converting a Paid Order to a Donation

Converting a Paid Order to a Donation

If you have a paid order for an event that was cancelled or an item that will now be undeliverable, you will need to issue a refund to the customer. If the customer decides they do not want a refund, but would rather make a donation instead, you have the ability to convert their payment into a donation to your organization IN LIEU of issuing a refund.

For example:
You had a golf tournament fundraiser and received a $50 payment towards an order. Subsequently, the tournament was cancelled.
  1. Open the customer’s order.
  2. Add a Donation SKU as an additional line item to the order. The donation amount should be the same amount as the refund for the item - $50.
  3. The order will now show a balance due of $50.


  1. Next, delete the original SKU/Line Item from the order by clicking on the trashcan icon in the "Action" area to the far right of the SKU.
  2. A ‘Delete Line Item’ window will pop up.
  3. In the ‘Reason’ box, you can insert why you are deleting this SKU/Line Item.


  1. Click on the red ‘delete this line item’ button.
  2. The order will now show as paid in full and the funds will have been converted from the original funds income category to the donation income category.





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