PR: ServeFirst Credit Card system; How to Refund Credit Cards (04-01-24)
- NICOLE HONE |
- 9 steps |
- 59 seconds
1
Click on "**Reports**" tab to look up credit card transactions, then "**Keyword search**" field to find credit card transaction to needing refunded.
All transactions with the keyword searched will be listed, as reflected on image below (one transaction listed).
**Tip**: most commonly search by entering invoice number, account number,\
name of the card, or last four-digits of the card number.
This example used is for invoice# 522179
2
Select the eye symbol on the left side of the credit card transaction. This opens the transaction details which includes the button for next step.
3
Select the button with a circle symbol. This will open a screen to enter refund details.
4
Type the refund amount in the "**Amount Payment**" field
**IMPORTANT:** Refund amount must be equal or less than amount of original transaction. cannot be more.
5
Type invoice or credit memo number being refunded in the "**Description**" field
NOTE: This reference advised customer reason for refund, but more importantly let's our back-office know how to apply refund.
6
To send refund receipt copy type email address in the "**Email**" field, then clear the "**Customer Receip**t" box.
7
If have "**CVV**" security numbers available enter here:
8
Lastly select the "**Refund**" button to complete refund transaction
9
Notification stating "**Approved**" appears.
