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Overview

Excerpt

The system allows to process a chargeback for uncompleted or failed transactions. The system will reopen all the invoices that were associated with the selected payment and a negative transaction will be created with the same information of the original payment so the balance of both transactions is 0. If you want to charge your customers with a fee, you should consider processing a NSF instead of a Charge Back.


Instructions


Ui steps
sizesmall


Ui step

Go to A/R (Accounts Receivables).


Ui step

 Click on the Payment History tab.


Ui step

 Use the filter to search for the payment you want to apply a Charge Back.


Ui step

A confirmation window will appear where you can enter the date of the transaction. Click on Continue to finish. The system will mark the payment with an icon identifier along with the user name and time stamp of when the charge back was applied. A negative transaction under the concept Charge Back will be registered in the system.

Image Modified

Ui step

The invoices associated to the payment will be reopened and the credits applied will be available as Open Credits again.





Panel
titleInformation

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "payments" , "nsf" , "receive-payments" )


Warning
titleInformation

Users cannot process a Charge Back for a date prior to the payment date


Ui text box
sizemedium

(lightbulb)Roles enabled to perform this action: Accounts Receivables,  Admin, Cashier.


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