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How do I process a refund?
There are 2 different ways to process a refund. The first is to process an unreferenced refund. An unreferenced refund would be used in a situation where you might need to refund a card that has not been charged in PayTrace. For example, let’s say you just started using PayTrace this week; however you need to process a refund for a customer that you charged 2 months ago. You would then click on the dashboard and select the Key Card icon, or you can click to open the Virtual Terminal menu, and click the link to Key Enter Card link. From here you will want to change the "Transaction Type" drop down menu from Sale to Refund. Then you may key in the credit card information, the dollar amount of the refund and the customer's billing information. You will want to make sure to enter the dollar amount as a positive amount. Then you may click to process the transaction.
The second way to process a refund is processing a referenced refund. A referenced refund allows you to refund a transaction that you did process processed in PayTrace. For example, let’s say you processed a transaction last week in PayTrace and now you need to refund it. You will want to open the Virtual Terminal menu, and click the link to Refund Transactions. From here you will want to set your date range back to the date you originally ran the transaction and click search. The results of that search will be shown to you on the screen. You may then select the checkbox to the left of any transaction you wish to process a refund to. You may also adjust the dollar amount of the transaction to an equal or lesser amount than the original transaction. Then you will click the button at the bottom of the page to Process the refund(s).
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