When a refund is issued through SuccessFund, the full amount is withdrawn from your upcoming payout—not your bank account. A negative line item will appear in your payout report reflecting this deduction.

✅ Full, Partial, and Custom-Amount Refunds: Yes, SuccessFund supports partial refunds. When issuing a refund, you can choose to refund the entire amount, a sub-set of products on the transaction, or any custom amount.
🔁 Refund Timeline: Refunds are issued immediately and typically take 3–5 business days to process.
💳 Fees: SuccessFund refunds its own platform fee, but some credit card processing fees are non-refundable and will also be deducted from your next payout.

Example:

Patron pays: $5.25 (including $0.25 fee)
You receive: $4.75
Patron refunded: $5.25
Your next payout includes a line like: (-$5.05) (reflecting the refunded amount minus non-refundable processor fees)

How to Process a Refund in SuccessFund

Go to the Results tab of your campaign
Click on the Transactions report
Find the transaction you'd like to refund
Click to open and view details
Click Issue Refund at the top of the page
Confirm the refund by selecting Issue Full Refund

You must have the 'Issue Refunds' permission to complete this action. If you don’t see the option, contact an administrator.

What If I See “Refund Not Available”?

If you get this message:

⚠️ Refund not available
Your upcoming payout balance of $23.75 is not enough to issue a full refund for this transaction.

This means your current upcoming payout balance is too low to cover the full refund. Since SuccessFund uses deposit-only accounts, it cannot pull money from your bank account.

To resolve:

Wait until more funds are collected in the campaign
Retry the refund once the balance is sufficient

How Refund Permissions Work

Only users with the Issue Refunds permission can process refunds.

To add the permission:

Go to Administration > Permissions
Select the user’s role
Enable Issue Refunds at the school/group or organization level

Only district-level admins can modify roles and permissions.

To assign a refund-capable role:

Go to Administration > Users
Click the 3-dot menu next to the user and choose Edit
Assign a role with refund permissions and click Save

🚫 You can’t assign permissions that you don’t already have.

What to Do with Negative Line Items

If you are a in a finance related role, Refund-related deductions will appear in your payout report like any other allocation.

Example Payout Summary:

Total payout: $100.00
- Baseball Car Wash: +$150.00
- Cheer Camp Refund: -$50.00

Each line can be recorded individually in your accounting system, with the total deposit remaining accurate.

Refund Policy

Refunds are issued at the discretion of the campaign organizer and governed by your organization’s policies.

Refunds must be issued through SuccessFund within 90 days of the original payment
After 90 days, refunds must be handled manually by the school or district, outside of the SuccessFund platform
Donors or patrons can request a refund via the Contact button in their email receipt or on the campaign page

How do I issue a refund?