The actions on the right of each gift row depend on your role. Here’s what each one does.
Edit a gift
Choose the pencil icon to change a gift’s amount, date, method, designation, account, or check number. Save when you’re done.
Refund a gift
A Refund link appears only on card gifts that were charged through Stripe and haven’t already been refunded.
Open the refund dialog
Choose Refund on the gift row (or Refund this gift when editing).
Choose full or partial
Pick Full refund for the whole amount, or Partial refund and enter a smaller amount (it can’t exceed the original gift).
Pick a reason
Choose Requested by donor, Duplicate charge, Fraudulent, or Other.
Issue refund
Choose Issue refund. Stripe processes it and the gift updates here automatically—usually within a few seconds.
Refunds are handled by Stripe, so they only apply to card gifts paid through Advocora. Cash, check, and other manually recorded gifts can be edited or deleted, but not refunded.
Delete a gift
Choose the trash icon. Because this can’t be undone, you’ll review a summary of the gift and must type DELETE to confirm.
Deleting a gift is permanent. If a card gift was refunded, the refund is recorded automatically by Stripe—you don’t delete a gift to refund it.
Exporting gifts
Choose Export above the table to download your gifts as CSV or JSON. The export includes every gift that matches your current filters, so filter first to get exactly the set you want.
Exporting is permission-gated. If you don’t see the Export button, ask an administrator to enable gift export for your role.
