Access this by selecting Transact Credit/Refund from the left navigation menu.
Transactions which have been settled can be Refunded. In order to process a refund, the originating transaction will need to be identified and the refund will be issued against that transaction.
Once on this screen, user can customize the search to limit the results which are returned. For instance, if user has the Account Number for the transaction being searched for, it can be supplied and only matching results will be returned.
Credit/Refund Search Fields:
From Date and To Date will specify the date range for which user is searching. These default to the prior days date.
Beginning Time Stamp and Ending Time Stamp will allow user to drill down to a specific time range for the transaction being searched for.
Payment Type allows user to specify if searching for a Credit Card or Purchasing Card transaction.
Sale Type is defaulted and cannot be changed on this report. This will enforce that only Sale transactions are returned.
Status is defaulted and cannot be changed on this report. This will enforce that only Refundable transactions are returned.
Card Type will allow user to search for a specific card type. This defaults to All and will return all card brands if not changed.
Input Source allows user to search for transactions only submitted through a specific entry method, such as Virtual Terminal or Batch.
Reference ID allows user to search for a specific Customer Reference ID which has been provided for a transaction.
Account Number allows user to search for a specific account number used on a transaction.
User ID allows user to search for a transaction by the User which processed it.
Account Holder Name allows user to search for a transaction for a specific customer.
Amount allows user to specify the dollar amount of the transaction being searched for.
Once user has selected Submit on the Credit/Refund search screen, results matching the search criteria will be returned as shown below. In order to process a Credit/Refund on one of the identified transactions, select the Credit/Refund button (circled below) to begin the process.
Once Credit/Refund is pressed, user will be routed to the Issue Credit/Refund page.
The amount to be refunded can be modified on this screen. A transaction can be refunded for a lower Amount than the original transaction, but a refund for a higher Amount is not allowed. A Customer Reference ID for a refund can be added.
Once the Amount has been confirmed, select Issue Credit / Refund to process the Refund transaction.
User will be routed to a response screen with a Refund Issued message displayed.
Richard Hari in your Colorado credit card customer service operation is one the best people I've ever dealt with in any type of business. I had a problem with credit card processing for my very, very small business. I was told I would get a call in two business days. Richard called in about 20 minutes. He was patient and took time to walk me through the process. Great job and a credit to TransFirst.
- Online Retailer | Bruceton Mills, WV
Two key things here. #1 – This program has saved me hundreds of dollars a year, and #2 – the service. The last time I called my question was answered in one simple phone call. We didn't take credit cards for a long time due to the expense ... I am so glad I took the time to listen when you came in because this is so much better.
- Restaurant Owner | Palm Bay, FL
TransFirst has done everything they said they would do, and they do it every month with service and savings. We are saving very big dollars each month, so we are very happy with the service.
- Police Benevolent Association | McDonough, GA
I'm writing to thank you for the superb customer support you've offered us in the setting up of our account. Your prompt replies to my questions, even through your illness, speaks very well of your organization and your own sense of responsibility. I would ask you to kindly forward this note to your supervisor, because I want him/her to appreciate your 'above and beyond' approach to your clients.
- Vision Care Provider | Windham, VT
I am extremely happy with TransFirst! The Transaction Express saves me hours a week with the ease of transactions and the up-to-date reporting. The service team is knowledgeable and eager to help. The best part, though, is the savings. Patrick made it so easy to switch merchant accounts. I wish I would have done it years ago!
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