Voids and refunds | Bloom

Voids and refunds

As with most gateways, you void unsettled transactions and refund ones that have already been settled. A void will not create a transaction on your customer's statement, but a refund will.

Important:If the payment was made by a customer on your website our through the POS, voids and refunds are all handled in the Shopify order interface. For club orders, or ones created from a membership using their saved credit card, will need to be refunded both in Shopify, and Authorize.net. See this article for more details.

 

Void Unsettled Transactions

On the Home tab in Authorize.net, look in the top of the left navigaiton for the Unsettled Transactions link. This page allows you to void a single or multiple unsettled transactions and prevent them from being submitted for settlement.

To void unsettled transactions:

Step 1: Select Group Void from the Filter By: drop-down list.

Step 2: Click View. Only those transactions that are eligible for voiding are listed

Step 3: Click the checkbox next to the transaction(s) you would like to void. You can also select the Select All checkbox to void all eligible transactions listed on the current page.

Step 4: Click Void. A confirmation message appears, asking if you want to continue with the void.

Step 5: Click OK to continue, or click Cancel to cancel the action.

Once the transaction(s) have been submitted for void, the Transaction Status page opens, listing the transaction ID(s) and transaction results. To view more details for a transaction, click the Transaction ID for the transaction you want to view. The Transaction Detail page opens.

Tip: Using the Payment Method filter in conjunction with the Group Void filter streamlines your ability to void transactions for which the same payment method was used.

 

Refund a Transaction

The Transaction Detail page allows you to refund a previously settled transaction and submit it for processing.

Note: Only transactions settled within the past 120 days are eligible for refund.

If the settled transaction is eligible for refund, the Refund button appears at the top and bottom of the Transaction Detail page.

To refund a transaction:

Step 1: Click Refund. The Refund Transaction window opens, displaying information about the settled transaction.

Step 2: If necessary, edit the amount to be refunded in the Refund Amount text field. The amount can only be modified to be less than the original amount of the settled transaction.

Step 3: The original invoice number for the transaction will be automatically populated in the Invoice #field. If you would like a new invoice number to be associated with the refund, you can delete the old number and enter in a new one.

Step 4: If you would like to, enter a description or reason for the refund.

Step 5: If you would like the customer to receive an email receipt for the refund, enter the customer’s email address and click to select the check box labeled Email transaction receipt to customer (if email provided).

Step 6: Click OK to continue with the refund or click Cancel to cancel the action.

The Transaction Confirmation page opens, displaying the Transaction ID and the results of the transaction. If the refund transaction is a success, it will be sent for settlement.

Click Close to close the Transaction Confirmation window.

The refund transaction is listed on the Unsettled Transactions page with the status of Refund/Pending Settlement.

This feature also allows you to issue multiple partial refunds against an original settled transaction. The Refund button is available on the Transaction Detail page until the sum of refunds submitted for the transaction equals the original settled amount or the transaction is more than 120 days old.