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How to void/refund a transaction

Version: V3.2.7662
Added on: 09/18/14
Difficulty:
Time: 15 min
Category: Quick Guides

Prerequisite 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 void/refund a transaction

  1. Are you ready?

    In this tutorial we are going to learn 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.
  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. Locate a particular transaction using prerequisite tutorial How to locate a transaction.
  4. Click   Actionsbutton next to the transaction you want to issue void or refund for.
  5. Choose   Issue Void  menu item  from the list to issue void for the selected transaction.
  6. Choose   Issue Refund  menu item  from the list to issue refund for the selected transaction.
  7. Click OK button to process the void or refund request.
  8. If you have followed all steps correctly, the confirmation that void/refund has been issued should now be visible on the screen.
  9. Congratulations, you are done!

    You have learned how to issue void or refund for a transaction. Now you can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
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.
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.

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