This screen opens when you click the Refund button next to a payment profile on the Customer Profile screen. Refunds require the payment gateway-assigned transaction ID of the original transaction, the credit card number, and an amount.
.You can make several kinds of refunds from this screen:
Full refunds for transactions settled within the past 180 days
Partial refunds for transactions settled within the past 180 days
Unlinked credit transactions (refunds)
The Customer Profile, Payment Profile and Shipping Profile information are displayed. Complete the Order Information section:
For credit card transactions, fill in the following fields:
Original Transaction ID—leave this blank if you are not linking a refund to a specific transaction (unlinked credit)
Invoice Number—The merchant-assigned invoice number associated with the transaction.
Purchase Order Number—The transaction purchase order number.
Description—A description of the transaction or order.
Shipping—An additional fee to cover the merchant’s shipping costs. This fee must be included in the total amount of the transaction.
Tax—An additional fee to cover state or other merchandise tax. This fee must be included in the total amount of the transaction.
Duty—An additional fee for imported or exported merchandise. This fee must be included in the total amount of the transaction.
Total amount (this is a required field, and should include the shipping, tax, and duty charges if applicable)
For bank account transactions, fill in the following fields:
Original Transaction ID—leave this blank if you are not linking a refund to a specific transaction (unlinked credit)
Invoice Number—The merchant-assigned invoice number associated with the transaction.
Purchase Order Number—The transaction purchase order number.
Description—A description of the transaction or order.
eCheck type: this value is filled in, with the value you entered in the payment profile
Shipping—An additional fee to cover the merchant’s shipping costs. This fee must be included in the total amount of the transaction.
Tax—An additional fee to cover state or other merchandise tax. This fee must be included in the total amount of the transaction (or you can check the Tax Exempt box)
Duty—An additional fee for imported or exported merchandise. This fee must be included in the total amount of the transaction.
Total amount (this is a required field, and should include the shipping, tax, and duty charges if applicable)
Click Submit to submit the refund transaction, or Cancel to cancel the refund.
Note: You can also enter refund transactions by clicking the Refund button on the Transaction Detail page for the original transaction.