You can’t refund a specific checking account transaction on OpenEdge View. However, you can use the Virtual Terminal to run an independent credit to send a dollar amount to a customer’s checking account. The independent credit does not link to an existing transaction.
Important: To enable the independent credit feature on your account, contact our Customer Support team.
Alternatively, you can refund your customer with a paper check or cash.
Running an independent credit
To run an independent credit, complete the following steps:
. Click the Virtual Terminal
. Click the Terminal
drop-down menu and select the terminal you want to use for the independent credit.
. Click the Charge Type
drop-down menu and select Credit
. Click the Check Type
drop-down menu and select one of the following:
. In the Amount field, type the dollar amount you want to refund to the customer.
. In the ACH Information section, complete the following:
- (Optional for PPD or CCD check types) Name on Check
- Account Type
- Routing Number
- Account Number
- (Optional) Check Number
- (Optional) First Name
- (Optional) Last Name
. Click RUN TRANSACTION
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Tags: refund, virtual terminal, credit, openedge view, check transaction, ach transaction, return funds