Transactions

Voiding a Transaction
Voids allow you to effectively terminate the sale as if it never happened. When a full void occurs, no money is moved between any of the parties involved i...
Wed, May 18, 2022 at 4:24 PM
Refunding a Transaction
Refunds/Returns can be done when a cardholder needs to be refunded for the sale transaction. Returns can only be done to sale transactions that are in a c...
Wed, May 18, 2022 at 4:24 PM
Cancelling a Transaction
Cancelling a transaction (can only be a full cancel - does not support partial amounts) should be used when the entire process (Sales and Purchase) needs...
Wed, May 18, 2022 at 4:29 PM
Viewing & Closing Open Transactions
An open transaction occurs when the expected number of virtual card payments have not been issued after a credit sale. TABLE OF CONTENTS How to Vie...
Tue, May 17, 2022 at 7:31 PM
Virtual Card Transaction History Events
Type Status Description authorization CLEARED or PENDING Auth approved, cleared for settlement authorization DECLINED Card decli...
Tue, May 17, 2022 at 7:20 PM
CreateLocal
Created Local transactions are Sales, Returns, Voids where the communication channel was broken at some point along the path.  Reach out to your C...
Wed, Jun 8, 2022 at 1:19 PM
Understanding Pass-Throughs
Intelligent Sales Routing (ISR) keeps your card acceptance costs low by indicating when we see a high-cost card. When a high-cost card is identified, Conne...
Thu, Jun 30, 2022 at 2:19 PM
Managing Open Transactions
A sale transaction is closed when one of the following criteria is met: The number of VCCs created for that Sale reaches the amount of ExpectedPayments...
Wed, Jul 6, 2022 at 2:53 PM
Void/return/cancel/close (Manually)
Guide to Voiding/Returning/Canceling/Closing  After selecting the open transaction, click on the ellipsis below Actions and choose either Void/Return/Ca...
Wed, Jul 6, 2022 at 2:52 PM