Refund Monies to a Customer - Processing Steps
In those occasions where a refund to a credit card is desired, there are two scenarios illustrated below that can be used to successfully refund monies to a customer.
Please note that Hosted Pages will not allow non-referenced credits. That means that you cannot enter a new credit card to be used for a refund/credit. You must use a previously referenced/settled transaction for any refund/credit. Available cards that can be used for credit/return are those from the prepayment table (F004201/FQ670041) with the following criteria:
Transaction Status = ‘05’
Settlement Amount > 0
Settlement Date with less or equal than 365 days
Credit Card Expiration Date >= Today
PnReference/Transaction ID > 'Blank'
Processing a refund using a Credit Order (CO):
Step 1
Enter a credit order (CO) making sure to associate it to the original order as needed. Note that on the payment screen the credit card used for the original order is pre-populated for you. This is true even if the original order payment was processed using Hosted Pages. If this is the credit card that should be used for the refund store the credit card. If not you can press the credit card button to select a different credit card for the credit order based on your processing option setup. Save the credit order.
Step 2
Go to the manual authorization and settlement screen (PQ670041) and find the credit order.
Step 3
Use the row exit Refund to process the refund.
Step 4
Once the refund is processed the status will update to 05.
Processing a refund without a Credit Order (CO):
Step 1
Go to the manual authorization and settlement screen (PQ670041) and find the order.
Step 2
Press the add refund button.
Step 3
Enter the refund amount and click on Credit Card and choose the credit card information. Also, your ability to press the credit card on file button is determined by the processing option settings.
The authorize amount field must be entered as a negative to refund monies to a credit card.
Step 4
From the search and select screen highlight the row and select the row exit labeled “refund” to refund monies to a credit card. You will be prompted for confirmation prior to the refund transaction occurring.
Step 5
A refund transaction will immediately pass to settled status.
Read Next
This Section Also Contains
- Credit Card Prepayment Information Flow
- Credit Card Prepayment Flow
- Credit Card Prepayment Setup
- Entering Sales Orders
- Updating Credit Card Prepayment Information - PQ670041
- Clearing Multiple Accounts Receivable Invoices with Credit Card Payment - PQ670042
- Uploading Customer Credit Cards on File - PQ670043
- Work with Future Dated Receipts - PQ670313
- Auto Invoice Payment Rules - PQ670315
- Authorize by Message Status Application - PQ674236
- Pay Invoice by Message Status - PQ674237
- Work with Companies by Store - PQ679912
- Credit Cards on File - PQ67CCIF
- Apply AutoPay Rules - RQ670315
- Surcharge Errors - PQ67SUER
- Batch Authorization of Credit Card Transactions - RQ6704201
- Settling Credit Card Transactions - RQ6704202
- Recording Settled Credit Card Transactions into Financial System - RQ6704203
- Credit Card Prepayment Analysis Report - RQ6704204
- Authorized Credit Card Expiring Report - RQ6704205
- Clearing Sensitive Card Holder Information - RQ6704208
- Credit Card AR Settlement Report - RQ6704209
- Deposit Settlement Report - RQ6704210
- Renew Credit Card on File - RQ6704212
- Credit Card Reconciliation - RQ6704213 & RQ6704214
- Credit Card Surcharge Fee Batch Report - RQ6704215
- Authorize by Email Automated Process - RQ6704216
- Create Invoice Payment by Email Process - RQ6704217
- Pay Invoice by Email Process - RQ6704218
- Update JDE Payments to Payment Processing Console (PPC) - Email Payment Document - RQ6704219
- Change Invoice Email Status to Expired - RQ6704220
- Credit Card Future Payments Process - RQ670429F
- Import Credit Card on File Information from Cloud - RQ67CCIF