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Batch refund action for unintended recurring contribution
Open, Needs TriagePublic

Description

Follow-up to T421277: Allow DR to refund transactions from Civi and flag as fraud. The action could refund all contributions as far back as processors allow, optionally leaving the first contribution in case the donor meant to give one time.

We could also make the action cancel the contribution_recur and set the proper cancel_reason.

Event Timeline

Instead of a separate action, maybe this could be another change to the cancel modal? e.g. when you select 'unintended recurring' it will add a checkbox that by default refunds all but the first donation.

Thanks @Ejegg this touches on a few wider workflows with recurring cancellations, so I'm adding more subscribers for wider input.

The 'unintended recurring' cases can go a lot of ways, sometimes the donors don't want refunds, and other times we stick to the refund policy limit of 90 days, so we'd want to keep the process flexible.

Thanks @Ejegg!

Agree with @MBeat33. Often donors who have made an unintended recurring donation don't actually want refunds and will say that explicitly so we wouldn't want it to be an automatic refund if it was unintended.

I see you noted "The action could refund all contributions as far back as processors allow," I think PayPal allows us to do more refunds up to a year or so technically, but we always stick with the 90 day refunds regardless of payment method unless we decide to make an exception on a case-by-case basis as that's what our refund policy says externally and often it's best for us to stick with that expectation.

Thanks, @AMJohnson

@Ejegg, we might already have the functionality we need for the recurring refunds from T421277. Maybe we could use the new Civi refund functionality for a while and then revisit if we need extra for the recurring cases?

AKanji-WMF subscribed.

Thanks @MBeat33 - I'm going to move this task to a holding phase but keep it open - let me know if you want us to re-engage after road testing the new Civi refund functionality!

Thanks, @AKanji-WMF The new ability to select transactions from a list for bulk refund is excellent, and allows agents the flexibility we need, so we might be good with this.