Voiding, Refunding, Queuing, Recharging a transaction

Actions to take after running or submitting a payment transaction.

There are a number of actions you can take post-transaction. Some of these can only be done as long as the batch has not yet settled or closed. Learn more about batches here

 

Voiding/Refunding a transaction:

You can only void a transaction as long as the batch has not closed. Once the batch has closed, you can only refund the transaction.

• To void or refund a transaction, navigate to the Reports tab on the left panel.
• Locate the transaction you wish to void/refund.
• Click on the eyeball icon next to the transaction details.
• Choose the red VOID icon to void the transaction.

For a transaction that has already settled, click on the yellow REFUND icon.

Enter the amount you want to refund and  Click Refund

Queuing a transaction (set the payment aside to charge at a later date):

As long as a transaction has not settled, you can queue the charge. This is useful if you ran a transaction but are not yet ready to ship the product or provide the service and do not want the money removed from the customers account until a later date.

• Queuing a transaction will change its status to an authorized only transaction.
• To queue a transaction, navigate to the Batches tab on the left panel.
• Locate the transaction you wish to queue.
• Click the red QUEUE icon
  
• Once queued, a transaction will sit in the Queued tab until you either void or capture the charge.
• Capturing a transaction will return the transaction to the batch to be charged and it will settle when the batch closes.  If you do neither, it will expire after a pre-determined number of days

 

Recharging a transaction:

• To recharge a transaction, navigate to the Reports tab on the left panel.
• Locate the transaction you wish to recharge.
• Click on the eyeball icon next to the transaction details.
• Choose the blue RECHARGE icon to recharge the transaction.