How do I issue a refund?

Answer:

Refunds are usually issued through the BNG Gateway.

  • This may differ depending on your particular processing integration

Log in at www.bnggateway.com

  • Please contact the main account holder, or support@connectbooster.com to reset login credentials.

bngGateway

Find the transaction using the Trans Reports + Reports feature on the left hand side menu.

bngReports


Use the "Search Transactions" Report set of criteria.

  • We like to use criteria for the Amount Range, and Start/End Date for simplicity!

Click on the "Transaction ID" link to access the details page.

Image 106


Once on the details page, select and confirm "Refund" from the top left corner.

  • If you have the option to "VOID", that is usually preferred as it stops the transaction from fully committing!
  • You will have the option to send an E-Mail Receipt

BNGRefund


With this complete you will need to manually update QuickBooks and zero out or delete the original payment receipt created by ConnectBooster. Doing so will re-open the invoice and allow it to be paid again at a later date!


NOTE: If the invoice was inadvertently paid by the Auto-pay, it will be again if you do not turn off the auto-pay on the affected client’s CB portal settings.

Is this article helpful for you?