PC Verifier will process the request, discover that the transaction already entered batch mode, and display the Enter Amount to Credit… dialog box. The total amount charged is also displayed in the Total field (i.e., $12.50 as shown below).
Issuing a Credit
If a transaction is already closed out (i.e., the batch has been sent to the bank for processing at the end of the day), then a void cannot be issued. In such cases, it is necessary to do a credit. PC Verifier allows you to do full or partial credits. Only a single credit can be issued. Once the credit is issued, it is no longer assessable for gateway processing from PC Verifier. The tutorial below shows you how to issue a partial credit, once a transaction is already closed out. Again, the data contained in the Transaction Manager will depend on what processes you have already performed and you may not be able to follow the example exactly as shown. Any approved transaction can be used for issuing a credit as long as it was closed out (usually you must wait until the next business day). Live test accounts (i.e., MID 10011) do not batch out. Thus, you cannot use these accounts to perform credits.
1.
Start PC Verifier.
2.
Enter your User password.
3.
Click Reports.
4.
Right-click on an approved transaction.
In this example Reference 3143-C033 / Jane Doe is used from the Using a Check Reader tutorial.
5.
Select Issue Void or Credit… from the popup menu.
PC Verifier will process the request, discover that the transaction already entered batch mode, and display the Enter Amount to Credit… dialog box. The total amount charged is also displayed in the Total field (i.e., $12.50 as shown below).
6.
Enter 5.
If a tip was provided during the transaction, a Constrain Amounts icon will be available. By default, the Constrain Amounts icon is in the up (off) position. Entering a value of $5.00 with Constrain Amounts in the off position, will only credit the amount. If the total amount to credit is greater than $10, then the difference will be taken from the tip (i.e., a credit of $11.00 would result in the entire amount being credited and $1 being credited from the tip). If the Constrain Amounts icon is sidewise (on position) , then equal ratio values are removed from both the Amount and Tip fields (i.e., $4.00 and $1.00, respectively).
The default setting for Constrain Amounts is in the off position, since most tips have already been paid out to the Rep before a credit is issued.
7.
Click Credit…
A credit request is submitted to the transaction servers and upon a successful transaction, a confirmation message appears.
8.
Click OK.
This closes the message box, and updates the list with for the TEST-ONE / John Doe transaction. Transactions that are issued a credit contain a C in the amount section, followed by the total amount remaining after the credit. The example below displays C 7.50 ($12.50 - $5.00 = $7.50).
Note: As is the same with issuing a Void, the approval date for the transaction changes to the date of the credit. Thus if View by Approval Date is selected and the date/day selection criteria are not set to display transactions for the current day, the transaction will be removed from the list.