Voiding or Refunding Transactions
    • 12 Jun 2023
    • 1 Minute to read

    Voiding or Refunding Transactions


    Article summary

    To adhere to the card brand rules, whenever you process a refund the transaction will be returned to the original card the cardholder used for the transaction.

    You can reverse a transaction that was run in error as long as your batch has not yet been settled, if your batch has been settled you can process a refund.

    Voiding a Transaction

    When you void a transaction, the void will apply to the full amount of the original transaction. To void a recent transaction, click on Transactions under the Payments section of your Helcim Account. 

    Next, select the transaction that you want to void.

    transactions list


    This will open up the transaction details. On the top right-hand side of the screen, you will see 3 dots, this will open a drop down menu. Click on Void .

    click void



    Click Yes to confirm that you would like to void the transaction.

    The Transaction Information screen will now show the successful Void for your reference. 

    successful void



    Processing a Refund

    If your batch has already been settled, you will not be able to void a transaction, but you can process a refund.

    The steps to process a refund are the same as processing a reversal, but instead of clicking on Void in the Transaction Actions menu, you will click on Refund.


    refund


    Confirm the amount to be refunded for the transaction and click on Refund.

    refund payment



    A success message will pop-up confirming the action was successful.

    refund successful

    The transaction will now show in your list of Latest Transactions as a REFUND.

    transaction list


    To adhere to the card brand rules, whenever you process a refund, the transaction will be returned to the original card the cardholder used for the transaction.

    Debit Cards: You can only refund debit transactions made in person, if the cardholder is present. You will need to use the Helcim Card Reader to process these refunds. Selecting refund from the transaction action menu will prompt the Card Reader. The cardholder will then need to enter their card. 

    Processing fees for voiding transactions vs refunds 
    If you void a transaction, that transaction will not have any payment processing fees associated with it. If you process a refund, the original payment processing fees for the transaction will apply.



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