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Online Batches and Gifts

Refund a Pending Online Gift

Refund an online contribution that hasn't processed yet.

  • You must have the Post Gifts permission to perform this task. See Responsibilities for more information.
  1. In the top-left corner, click your site name then Realm. Then click Giving > Contributions.
  2. Click the Online tab.
  3. Click Pending.
  4. Click the ellipsis icon beside a contribution, and select Issue Refund.
  5. Enter a reason for the refund.
  6. Click Issue Refund.

Refund a Processed Online Gift

Refund an online contribution that's already processed.

  • You must have the Post Gifts permission to perform this task. See Responsibilities for more information.
  1. In the top-left corner, click your site name then Realm. Then click Giving > Contributions.
  2. Click the Online tab.
  3. Select Processed.
  4. Click the Vanco Batch # containing the contribution you want to issue a refund for.
  5. Click the ellipsis icon beside a contribution, and select Issue Refund.
  6. Enter a reason for the refund.
  7. Click Issue Refund.
After you refund your gift, it displays in the Refunds tab. A new refund transaction is also added to the Pending tab, waiting to be batched by Vanco for processing.

Void a Pending Online Gift

Manually void an online contribution that you need to clear from the pending list.

  • You must have the Post Gifts permission to perform this task. See Responsibilities for more information.

You can void online contributions that have been pending for more than 10 days or have been refunded via check by you. Voids to pending online contributions will not post to the general ledger. This is not a refund through Vanco.

  1. In the top-left corner, click your site name then Realm. Then click Giving > Contributions.
  2. Click the Online tab.
  3. Click Pending.
  4. Click the ellipsis icon beside a contribution, and select Void.
  5. Enter a reason for the void.
  6. Click Void.

Void a Processed Online Gift

Manually void an online contribution that you need to clear from the processed list.

  • You must have the Post Gifts permission to perform this task. See Responsibilities for more information.

You can void online contributions that have been refunded via check by you and are at least 10 days old. You can opt to post these voids to your general ledger if you've integrated with Realm Accounting. This is not a refund through Vanco.

  1. In the top-left corner, click your site name then Realm. Then click Giving > Contributions.
  2. Click the Online tab.
  3. Select Processed.
  4. Click the Vanco Batch # containing the contribution you want to void.
  5. Click the ellipsis icon beside a contribution, and select Void.
  6. Enter a reason for the void.
  7. Click Void.

Refund an Online Gift from an Individual's Profile

Refund a specific individual's online contribution.

  • You must have the View Individual Contributions permission to perform this task. See Responsibilities for more information.
  • You must have the Enter Gifts permission to perform this task. See Responsibilities for more information.
  1. Locate and open a record.
  2. Click the Giving tab on the individual's profile.
  3. Click the ellipsis icon beside the name of an online contribution, and select Issue Refund.
  4. Enter a reason for the refund.
  5. Click Issue Refund.
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Giving

Last updated: October 28, 2025

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