Making a One-Time Credit

Making a one-time credit transfers money to the customer's charge or bank account.

Note

For carriers that use Authorize.Net, the IDI platform does not support ACH returns (any transaction that attempts to put money back into an ACH checking or savings account). The response from Authorize.Net marks those transactions with a status of Held for Review. The IDI platform voids all transactions with that status.

There may be a time when you will need to make a one time credit adjustment to a customer’s charge account. For instance, a customer may need to have a credit to settle a dispute.

To make a one time credit:

1. Right-click the account the customer would like to use for the credit.

2. Select Make One Time Credit. If the customer has an active recurring account, a message box is displayed.

   

3. Click Yes to credit the one-time credit to this account. This displays the Credit Account window.

   

4. Enter the information to make the credit as described below:

   Account Number	Account number to be credited.
   Amount	Dollar amount of the one-time credit.
   Process Date	Date the one-time credit is set to be processed.
   Description	Reason for the one-time credit (Monthly Invoice Charge, Partial Payment, Deposit, or Final Payment).
   Approved Debit Txn	An approved debit transaction from the credit card authorizing company must exist and be greater than or equal to (>=) the amount of the credit. Click this link to select the right transaction from a list of approved debit transactions for this account. See Approved Debit Transactions List.
   Offset Adjustment	Checked: A corresponding debit is made to the customer’s balance to account for the credit adjustment. Unchecked: A corresponding debit is not made to the balance. If one is needed, it must be done manually.
   Adjustment Type	If the Offset Adjustment is selected, you must select the appropriate Adjustment Type.
   Process Immediately	If the Process Immediately check box is selected, the credit to the credit card is sent to the credit card processing company with the response returning in real-time. If the check box is not selected, the credit is added to the batch process which is sent at its scheduled time.

1. Click Submit. This displays a confirmation box.

   

2. Click Yes to submit the one-time credit.

   The one-time credit is added to the transaction table to await processing (or is processed immediately) and the amount is subtracted from the customer’s balance.

   If it is a real-time transaction, you receive the approval notification from the credit card processing company.