Void an Unsettled Ecommerce Payment

Void an Unsettled Ecommerce Payment

In Eproval, you can void a payment that was made through an online payment provider system that hasn't yet been settled, meaning that the payment is still in process. Voiding the payment prevents the charge from being processed. Once a payment has been settled, however, you'll need go through the refund process by following the Refund a Payment instructions.

Steps

1. Open the application with the invoice you want to void the payment for. If you don't know the application, you can find the invoice in the Billing section.

2. At the top of the application, select the Billing tab. If you don't see the row of tabs, make sure you're at the top of the application or select Application Review from the Application Tools menu.

   

3. Click the Edit icon for the invoice you want to void the payment for.

   

4. Click the Refund button in the top right.

   

5. Complete the information in the Refund popup window.
   

   

   • Select the Void option.

   • Enter the Billing Name for the person that made the payment to be refunded.

   • The Refund Amount defaults the full recorded payment amount. It can't be changed.

   • Select the Refund Date using the calendar.

   • The Refund Method defaults to Credit Card and can't be changed.

   • Optionally, you can add a Transaction # to the refund record.

   • You can also optionally add Notes to describe the reason for the refund or any additional information.

6. Click Refund.