PaySec Advanced Gateway - Voiding/Refunding/Queuing/Recharging a Transaction

Overview:

Once a transaction has been processed, you can take several actions, such as voiding, queuing, adjusting, refunding, or recharging.

Voiding/Refunding a transaction:

• A void can be attempted if the transaction is in an open batch. Once the batch has closed, a refund must be processed instead.
• To void or refund a transaction, navigate to the Batches or Reports tab on the left panel.
• Locate the transaction you wish to void or refund.

• To void the transaction, click the Void icon.   

• For a settled transaction, click on the Refund icon. 
• Enter the amount you wish to refund.
• Provide the CVV (if available).
• Add a description.
• Enter the customer’s email address and check the box to send them a refund receipt.
• Click Refund.

Queuing a transaction:

• If a transaction has not settled, you can queue the charge
• This is useful if you’ve run a transaction but are not yet ready to ship the product or provide the service and do not want the funds removed from the customer’s account until a later date.
• Queuing a transaction will change its status to "authorized only."
• To queue a transaction, navigate to the Batches or Reports tab on the left panel.
• Locate the transaction you wish to queue.
• Click the Queue icon. 

• Once queued, a transaction will remain in the Queued tab found under Batches until you either void, capture, or the transaction expires.
• Capturing a transaction will return it to an open batch, and it will settle when the batch closes.

• If no action is taken against the queued transaction, it will expire after a predetermined number of days.

TIP! You can set the number of days a queued transaction will remain valid before expiring in Control Panel> Batch Settings>Expire Auth After. Use the drop down menu to make a selection and Save changes.

Adjusting a transaction:

• You can adjust the transaction amount if the batch has not yet closed.
• A transaction can only be adjusted once.
• To adjust a transaction, navigate to the Batches Or Reports tab on the left panel.
• Locate the transaction you wish to adjust.
• Click the Adjust icon. 
• Enter the new amount and click Adjust.

TIP! Adjusting a transaction to a higher amount is only permitted by the card networks in specific scenarios. It is the merchant's responsibility to enforce this.

Recharging a transaction:

• To recharge a transaction, navigate to the Batches or Reports tab on the left panel.
• Locate the transaction you wish to recharge.
• Click the Recharge icon.
• Once selected you will be redirected to the Process Transaction tab to complete the transaction.