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How to issue a refund

Version: V3.2.7662
Added on: 09/17/14
Difficulty:
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
How to create a sale 06/04/14 15 mins This tutorial will teach you how to create a new payment.

Useful Terms

How to issue a refund

  1. Are you ready?

    In this tutorial we are going to learn how to refund money to a customer when either there is no original transaction that can be refunded or you want to issue a partial refund only. For full transaction refunding tutorial, use How to void/refund a transaction tutorial.

    We will use the following parameters:
    Holder Name: John Smith
    Amount: $5.00
    Payment source: Credit Card
    Card#: 5499740000000057
    Expiration date: 04/22
    CSC: 111

    Billing address:
    300 5th Ave
    New York, NY 10001
  2. Log in to the system using your Username and Password.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. You can issue a refund using New Refund (Card) form, which is available at the following places:

    • Perspective => Console Perspective => Transactions => New Refund (Card)
    • Perspective => Console Perspective => Transactions => List => New Refund => Card
    • Perspective => Management => Merchant Perspective => Processing => Transactions => New Refund => Card
    • Perspective => Administration => Monitoring Perspective => Transactions => New Refund => Card

    You can choose any place you like.
  4. Firstly, let's learn how to issue a refund using New Refund (Card) form, which can be accessed directly from the Console perspective only.
  5. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  6. Click   Transactionsbutton in the top section of the screen.
  7. Choose   New Refund (Card)  menu item  
  8. Locate   Detail  groupbox
  9. Enter John Smith into the Holder Nametextbox
  10. Click Payment Card #/Track Data/Encrypted Track Dataradio button and enter 5499740000000057 into the associated textbox.
  11. Select 04/22 in Exp Datedropdown
  12. Enter 111 into the CSCtextbox
  13. Enter 5 into the Amounttextbox
  14. Locate   Billing Address  groupbox
  15. Enter 300 5th Ave into the Streettextbox
  16. Enter New York into the Citytextbox
  17. Select New York in Statedropdown
  18. Enter 10001 into the ZIP Codetextbox
  19. Click   Savebutton
  20. Now, let's learn how to issue a refund using Transactions form available on Console, Merchant and Monitoring perspectives. Switch to one of the mentioned perspectives using Perspective button.
  21. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  22. Click   Transactionsbutton in the top section of the screen.

    Note: On Merchant pespective, Transactions section can be found under Processing button, on Monitoring perspective - under Transactions button.
  23. Choose   List  menu item  from the list.
  24. Locate   Transaction List  groupboxfrom the list.
  25. Click   Refundbutton
  26. Choose   Card  menu item  
  27. Follow the steps 8-19 described above.
  28. Congratulations, you are done!

    You have learned how to issue a refund for a transaction. Now you can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
How to generate transaction export report 05/21/14 15 mins This tutorial will help you to make the export of transactions without any difficulties.
How to void/refund a transaction 09/18/14 15 mins This easy tutorial will teach you how to issue void or refund for a transaction. If you want to issue a partial refund or there is no original transaction, use How to issue a refund tutorial.

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