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How to delete a transaction on Transactions form

Version: V4.4
Added on: 10/13/15
Time: 30 min
Category: Quick Guides

How to delete a transaction on Transactions form

  1. Are you ready?

    In this tutorial we are going to learn how to delete a transaction from a batch. Note that deleting a transaction is only available if a batch, which needs a transaction to be excluded, is in Pending status. You can locate a desirable transaction using different search criteria.

    We will use the following parameters:
    Date: 12/01/2023 to 12/07/2023
    Credit Card #: 5499740000000057
    Source: Batch
    First Name: John
    Last Name: Smith
    Amount: 25.50
  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. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. To delete the transaction, you have to use the Transaction form, which is available at the following places:

    • Perspective => Management => Merchant Perspective => Processing => Transactions
    • Perspective => Console => Transactions

    You can choose any place you like.
  5. Click   Transactionsbutton in the top section of the screen and select List menu item.

    Note: in case if you chose Merchant Pespective, you should click on Processing button in the top section of the screen and select Transactions menu item from dropdown menu.
  6. Locate     
  7. Enter 12/01/2023 and 12/07/2023 into the
  8. Enter 5499740000000057 into the
  9. Select Batch in
  10. Enter John into the
  11. Enter Smith into the
  12. Enter 25.50 into the
  13. Click
  14. Locate      and select needed transaction.
  15. Click
  16. Choose      to delete the selected transaction.
  17. Congratulations, you are done!

    You have learned how to delete a transaction. Now you can do this by yourself.

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How to locate a transaction 09/17/14 15 mins This easy tutorial will give you knowledge about how to locate a transaction using a date range.