How to Process a Credit on a Processed Credit/Debit Card Transaction
From the Main Menu, click on the View Transactions Link under the PDC Credit Card Services column.
Put in the approximate date range the payment was processed. You can enter a First Name and/or Last Name or Payment Reference Number if that information is available. You can also narrow down your search by Origin, for example WEB, if it was a online payment. Or by User under the Employee field. If you choose to leave those fields blank, you can also filter your results after the transactions from the date range populate. Click Search
Upon finding the transaction you need to credit, click on the View Transactions button under the Actions Header. (magnifying glass)
This will pop up a lightbox with all the transaction details. From here you will see the option to Credit Transaction. You can also choose to do a partial credit and add a reason for the credit, which will show up in reporting. ***Note*** This will be a Void Option if you are doing this within the same day you processed the original transaction. A Credit Card transaction can be VOIDED before the batch goes out for settlement, but it will be a CREDIT only after the batch goes out.
Once you hit CREDIT Transaction, a pop up window will ask you: Are you sure you want to credit this payment? Click OK to complete the credit transaction.
Once the credit is completed, it will always be linked to the original debit transaction and will show up in RED on your reporting.
Funding of the credit generally takes 48 hours, but the times can vary depending on the issuing banks policy. In the meantime, you can generate a receipt of the Credit by selecting the envelope icon under the actions tab next to the credited transaction. From there, you have the option to either email or print a receipt of the credit.