How to issue a refund

Transaction Type    

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

    screenshot
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.
    

Merchant perspective   Console perspective   Monitoring perspective