: Users with the following roles
can adjust a card transaction:
- Merchant Manager
- Merchant Clerk
- Reporting Manager
- Virtual Terminal Manager
You can adjust the dollar amount of the following types of card transactions if they are in an open batch:
To adjust the dollar amount of a card transaction, complete the following steps:
Step 1. Click the Transaction Finder tab.
Step 2. Select the search period:
a. Click the Date & Time drop-down menu and either:
- Select Custom and use the calendar tool to choose your own search period.
Step 3. Select the terminals you want to include in your search:
a. In the Terminal section, click SELECT.
b. (Optional) To search for a specific terminal, enter the Terminal ID or the Terminal Name into the filter.
c. Select the terminals you want to include in your search.
d. Click SAVE SELECTION.
Step 4. (Optional) Complete the following fields:
- Minimum Amount
- Maximum Amount
- Invoice Number
- PO Number
- Last 4 Digits of Card #
- Clerk ID
- Transaction ID
Step 5. Click the Transaction Type drop-down menu and select the type of transactions to include in your search.
Step 6. Click SEARCH.
Step 7. Click on the Transaction ID of the transaction you want to adjust, then click ADJUST.
Step 8. In the Amount field, enter the new dollar amount.
Step 9. Click SUBMIT.
Step 10. (Optional) Print the receipt or email it to the customer.
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Tags: openedge view, update total, change payment amount, amend sale