Run A Credit

run a credit

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.


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