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How to issue credits for a batch

Version: V4.4
Added on: 12/22/15
Difficulty:
Time: 30 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
How to upload a batch/billing file 10/29/14 15 mins This tutorial will give you knowledge how to upload a billing file.
How to locate a sub-batch for review 11/25/15 30 mins In this tutorial you will learn how to locate a sub-batch for review and further approval.
How to locate a sub-batch for administrative use 11/25/15 15 mins In this tutorial you will learn how to locate a sub-batch for further administrative use.

Useful Terms

Batch     Credit     Sub-batch    

How to issue credits for a batch

  1. Are you ready?

    In this tutorial we are going to learn how to issue credits for a batch.

    We will use the following parameters:
    Merchant Account Code: MP001 (that was created in Creating a merchant (basic) tutorial)
    Attempt Date: 12/08/2018
    Status: Processed
    Batch ID: 6789
  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. 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.
  4. You can issue credits for a batch using Sub-Batch form, which are available at the following places:

    • Perspective => Console Perspective => Submissions => Batches => Batch List => View Batch
    • Perspective => Management => Merchant Perspective => Submissions => Batches => Batch List => View Batch
    • Perspective => Administration => Monitoring Perspective => Sub Batch

    You can choose any place you like.
  5. Let's learn how to issue credits using either Console or Merchant perspective.
  6. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  7. Click   Submissionsbutton in the top section of the screen.
  8. Choose   Batches  menu item  from the list.
  9. Locate   Batch Search  groupbox
  10. Select 12/08/2018 in Create Datedatebox
  11. Enter 6789 into the IDtextbox
  12. Click   Findbutton
  13. Locate   Batch List  groupbox
  14. Click   View Batchbutton
  15. Locate   Sub-batch List  groupbox
  16. Click   Actionsbutton next to the needed sub-batch.
  17. Choose   Issue Credits  menu item  from the list and confirm your action.
    If you want to issue credits for all sub-batches included in your batch, repeat steps 15-16 with every sub-batch in the list.
  18. If you followed all steps correctly, a new sub-batch should be generated.
  19. Now let's learn how to issue credits using Monitoring perspective.
  20. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  21. Click   Sub Batchbutton in the top section of the screen.
  22. Locate   Sub-Batch Search  groupbox
  23. Select 12/08/2018 in Attempt Datedatebox
  24. Enter 6789 into the Sub-Batch IDtextbox
  25. Click   Findbutton
  26. Locate   Sub-Batch List  groupbox
  27. Click   Actionsbutton
  28. Choose   Issue Credits  menu item  from the list and confirm your action. If you want to issue credits for all sub-batches included in your batch, repeat steps 26-27 with every sub-batch in the list.
    If you followed all steps correctly, a new sub-batch should be generated.
  29. To check whether refunds are issued, refresh the search and locate a newly generated sub-batch.
  30. Click   View Sub-batchbutton on Sub-batch list.
  31. Locate   Transactions  groupbox
  32. Click   Loadbutton to review transactions included in the sub-batch. Status of the transactions must be Refund.

    If an initial batch contained refund transactions, these transactions would not be affected in any way – no new credits or sales will be created.
  33. Congratulations, you are done!

    You have learned how to issue credits for a batch. Now you can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
How to create a sale 06/04/14 15 mins This tutorial will teach you how to create a new payment.
How to issue a refund 09/17/14 15 mins This tutorial will give you knowledge how to issue a refund to a customer in cases when either there is no original transaction that you should be refunded or you only want to do a partial refund. For full transaction refunding tutorial, use How to void/refund a transaction tutorial.
How to void/refund a transaction 09/18/14 15 mins This easy tutorial will teach you how to issue void or refund for a transaction. If you want to issue a partial refund or there is no original transaction, use How to issue a refund tutorial.

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