Click & Pledge customers have 2 options to credit a transactions. You can do this using your Click & Pledge Portal or Click & Pledge Connect. To login to Connect your Click & Pledge User Permission needs to be set to 'System-wide Administrator."
Option 1: Credit a Transaction Using Portal
Follow the steps below after you login to your Click & Pledge account at https://portal.clickandpledge.com/
Select Virtual Terminal (top right corner)
Select “Credit Transaction” tab
Enter any search parameters to find transaction
Press “Submit” button at bottom of page
Transactions will appear based on your search
Select the order number of the transaction you wish to credit
Transaction Detail will appear for that transaction. Review to confirm this is the transaction you wish to credit.
Press “Credit” button at bottom of page to credit the transaction
Image Reference for Steps 1-4
Image Reference for Step 5
Image Reference for Step 6-7
Receive confirmation of credit
Option 2: Credit a Transaction Using Connect
The following definitions apply:
Settled Transaction: Transactions are settled at midnight on the day of the transaction. All transactions are settled at midnight.
Credit: Settled transactions may be credited. A credit appears on the card holder's credit card statement in 7-10 days depending on the issuing bank. Transactions credited prior to the statement closure date, at the end of the month, incur the authorization fee. Transactions credited after the statement closure date incur both the percentage and authorization fee.
Void: Transactions that have not yet settled, voided prior to midnight of the transaction date, incur only the authorization fee and not the percentage fee. Voided transactions, since they have not yet settled, will not show up on the card holder's credit card statement and will never settle.
Step-by-Step Procedure to credit a transaction:
- Login to your Connect instance.
- Select ‘Transactions & Reports’ from Launcher (Top Right).
- Click 'Transactions'.
- Select the desired order number to which you want to issue credit.
NOTE: Issue Credit feature is ONLY available for Credit Card and Custom Payment.
- In Transaction Details page, click ‘Issue Credit’.
- Add an ‘Internal Note’ for future reference.
- To send a credit notice to the card holder click on 'Send Confirmation Email' and review the email.
- Click ‘Issue Credit’.