Process Payment - Return
Contents
Return Single Payment
1. Locate the payment created by the payment application that you wish to return. Take note of the payment’s reference number or sales receipt number. (The payment application uses the approval code from the original transaction as the payment’s reference number.)
2. Go to Company > CHARGE Anywhere > Process Payment. Select payment type (Credit Card or ACH).
3. Under Process Return column, select Single Payment and click OK.
4. Enter the payment’s reference number and click OK.
5. A return screen will appear. Verify the amount and account information and click Send.
6. A dialog screen will appear with the results of the Return. If the return is approved, a Credit Memo will be created with a Credit Card Refund or Check applied to it. (If you have more than Accounts Receivable, you will choose which Accounts Receivable account the Credit Memo will be applied to.)
Credit Memo may need to be adjusted to display what item was actually credited.
