Credit/Refund

This section includes how Merchants can process a Credit/Refund using the Web Terminal from established PAYware Connect Store Portal services.

Use this when you need to transfer funds from your account back to a customer's account — including when a Void is no longer possible because the original transaction has already settled.

A Credit is the opposite of a Sale: it authorizes the transfer of funds from your account to a customer's account. Use it when a Void isn't possible for the transaction in question.

Setup

If you're applying the credit to an existing transaction (for example, a product or service return), obtain that transaction's Transaction ID first — use the Transaction Search report to look it up.

Process a Credit/Refund

1

Open the Web Terminal

Once logged in to the Store Portal, navigate to Transaction Processing → Web Terminal. The Web Terminal window opens.

2

Select Credit

Choose the Credit option.

You can either apply the credit to an existing transaction (as in a product/service return) or perform a new credit unrelated to any existing transaction:

• To apply it to an existing transaction, enter the Transaction ID, specify CTroutD or TroutD from the drop-down list, and click Search.
• To perform a new credit with no related transaction, check No Transaction ID available for this credit.

3

Enter transaction details

Fill out Account Number, Expiration (MMYY), and Trans Amount. If you provided a Transaction ID, some or all of these are pre-filled from the original transaction. Card Holder Name and Invoice Number are optional.

Depending on industry code, some processing companies require an Invoice Number and/or a Server ID.

4

Submit and print the receipt

Click Submit. PAYware Connect connects to the payment processing company and, after a moment, displays the transaction result and an on-screen receipt.

To print, click Print Receipt at the bottom of the receipt window, confirm the desired printer, then click Print.

5

Review the transaction result

After closing the receipt window, the transaction's result appears in the main PAYware Connect interface. Each item is a "section" of the transaction results, with a Response for each item.

Keywords

Also called: refund, issue a credit, reverse a settled sale. Search terms: credit, refund, web terminal, PAYware Connect.