Non-supported ReleaseNon-supported Release
ECI no longer supports this version of e-automate, and this version of the online help is no longer being updated. ECI recommends upgrading to the current release. Contact your account manager for more information.

Refunding Customer Credit Card Payments

Using the Accounts Receivable Console, you have the ability to process credit card reversals (refund payments) of credit card payments processed through e-automate using an ECI Software Solutions' partner for processing credit card transactions. To use this functionality, you must have an account with an ECI Software Solutions' partner for processing credit card transactions. NET1 Payment Solutions is an ECI Software Solutions partner for processing credit card payments. NET1 Payment Solutions is integrated with the e-automate software, and NET1 Payment Solutions is PCI-DSS compliant. For more information about NET1 Payment Solutions, see https://www.ecisolutions.com/business-applications/net1.

Getting to the TransactionGetting to the Transaction

On the e-automate toolbar, click [Receivables] to open the Accounts Receivable Console window.

In the Find field, use the drop-down menu to select Customer.

In the Customer field, use the lookup to select the customer with the payment you want to refund.

In the Account Summary for – Customer region, uncheck the Show open items only checkbox to display all activity for the specified customer.

Basic InformationBasic Information

In the Account Summary for – Customer region, select the credit card payment you want to refund.

Right-click on the payment and select Void Customer Payment ‘X’. A dialogue box displays verifying you want to void the payment.

In the Note field, enter an explanation of the reason for refunding this credit card payment if applicable.

Completing the TransactionCompleting the Transaction

Click [Yes]. The system displays the message, "This was paid with a charge account. Do you want to reverse the charge?"

Click [Yes] to reverse the charge. This may take a few seconds.

If the system is able to void the payment, the system displays the message, "Void was successful." Click [OK]. The Applications list for the transaction now shows a Customer Payment Reversal. If the system is not able to void the transaction, the system displays an "Attention required" message. Note the information to determine what action may be necessary, and then click [OK] to close the message.