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

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.

Select the button with a circle symbol. This will open a screen to enter refund details.

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.

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.

To send refund receipt copy type email address in the "**Email**" field, then clear the "**Customer Receip**t" box.

If have "**CVV**" security numbers available enter here:

Lastly select the "**Refund**" button to complete refund transaction

Notification stating "**Approved**" appears.

Add/Update Payment Method Transaction Result Transaction ID: 14638352 Type: Charge Status: Settled Batch ID: 1488145 Auth Number: 075116 AVS Result: Address: Match & 5 Digit Zip: Match CVV Response: No CVV2/CVC data available for transaction. 3DS Result: N/A Platform: FDMS North Subtotal: $5.00 Tax: $0.00 Surcharge: $0.15 Total Amount: $5.15

These are instructions on how to refund a credit card transaction using the ServeFirst Credit Card system. Following these steps will ensure a successful and accurate refund transaction.

PR: ServeFirst Credit Card system; How to Refund Credit Cards (04-01-24)