How can I use the family credit donation feature?
Overview
After canceling an order you have the options to refund the money back to the registrant's credit card or you can apply a family credit. We now have a new option that will allow you to move the balance or a partial amount from a canceled order as a donation.
Where do I find this feature?
Once you have canceled an order you will see a refund option. After clicking on the refund icon you will now see a fourth option labeled as "Transfer the balance as a donation".
You can then manually enter the amount that would be moved as a donation, it can be the total or a partial amount.
What if I have already moved the balance to family credit?
With the new donation feature, you can now go to an existing family credit and move the balance or partial balance as a donation. Follow the below steps to adjust a family credit.
Step 1: Go to People -> Families, now you will see all the families, and one of the columns will display the credit amount.
Step 2: Next you will click on the actions column and then select "Transactions".
Step 3: Now you will click on the top right-hand icon to "Adjust family credit".
Step 4: Finally, you select the debit adjustment type and manually enter the amount that you need to move as a donation.
Contact us
Please don't hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.
Best Regards, Jumbula Support Team
Related Articles
How can families use their account credit at checkout?
Overview After doing a program cancellation or a partial adjustment you can either refund the money or you can apply it as a credit for the corresponding account. In the past, only the administrator could apply a credit towards an order balance. Now, ...How can I manually adjust family credit?
Overview As an Admin you can manually adjust the amount in a family credit which can then be used towards an order by using the Taka a Payment tool. Where do I find this feature? Step 1: Login to your Jumbula Admin Dashboard Step 2: Click on ...Family credit overview
Overview When you cancel an order or make an adjustment you will have the option to do a refund or apply a family credit. This credit can be used towards an existing order from the admin dashboard. See below instructions to learn more. Search for the ...Does canceling an invoice remove the family's balance in Jumbula?
No. Canceling invoice does not change order balance. To remove balance, cancel related order or add discount equal to remaining balance. ? View full guide → Refund Guide - How refunds work in Jumbula ? View full guide → Installment Refund Guide - ...What do the green and red balance colors mean?
Green means you owe the family (credit/refund due). Red means family owes you. ? View full guide → Refund Guide - How refunds work in Jumbula ? View full guide → Installment Refund Guide - How to refund paid installments Need help? Our support team ...