The process of reversing an invoice paid by a credit card has recently changed. To prevent reversing a purchase to the wrong customer, we only allow you to reverse the invoice to a card that was previously used by that customer.
If you have already created an open invoice as an account credit, you will need to use a transaction ID from a previous invoice to create a reference transaction in order to return the money to the customer's card.
When reversing out an invoice item, you will be prompted to select a credit card from the drop down menu to reverse it on to. The *customer (that the shopping cart is assigned to) should have a list of cards. These are any cards that the customer has used within the last year. Processing Checkout will then create a reference transaction and a credit card payment.
*Confirm which family member the invoice was originally assigned to when refunding onto a card. The shopping cart will need to be assigned to the same customer for their cards to appear.
The new credit card reversal is shown in the following images:
Instead of the Card Number, Expires and CVV fields you will see a drop down field with any previously used cards in the past 12 months:
Clicking on “Process Checkout” will create the following invoice: