How do I refund or void a transaction in CardPointe?

Refunding/Voiding processed transactions through reporting

To issue a refund in CardPointe, complete the following steps:

• • Go to the “Reporting” tab to see a list of all recent transactions (defaults to last 7 days of transactions but you can use the “date” dropdown to see more). 
  • Use the filters and search bar to find the transaction you want to refund and then click the transaction number (left-most column) for that transaction.
  • This will take you into the “Transaction Detail” view and you should see the “Refund” button near the top next to the receipt options. Only transactions that have a status of “Processed” can be refunded.

Please note, if the transaction is still in a “Captured” status (has not been batched out yet), the option to refund will be replaced by a “Void” button which cancels the transaction. If the status is in “Batched”, the transaction can not be refunded or voided since funding is still being settled. You will need to wait until the “Batched” status changes to “Processed” which should occur in the afternoon the day after the transaction was originally captured