This article will instruct you how to log in to Heartland Virtual Terminal and refund a transaction.
Return (Credit)
Use a return to refund money to the customer’s credit card for returned items from a previously closed batch.
Note: The original transaction must be located before it can be returned. See Find Transactions (Transaction Detail Listing) for more information on locating transactions.
First, please log into your Heartland Portico Virtual Terminal account:
1. To process a return, click Return on the main menu, then select the Credit tab on the Return Transaction screen.
2. Enter Card Data. Type the transaction information in the remaining fields. The fields displayed may vary depending on the merchant setup.
3. To indicate that the card used in the original transaction is present, check Card Present.
4. To indicate that the card reader used in the original transaction is present, check Card Reader Present.
5. To process a return for the same card and amount, check Allow Duplicate. Without this indication, the current transaction would be rejected.
6. Click Process. Step Result: The transaction result page displays the issuer authorization response (for example, Approved).
Alternatively, you can process a return from the transaction details page accessed by the Find Transactions (Transaction Detail Listing) report. To use this method,
1. To process a return, click Reports > Find Transactions from the main menu.
2. Enter the Transaction ID (if known) or the date range of the transaction, then click the Search button.
3. Locate the transaction for which you want to do a return and click the Transaction Number link.
4. Click the Return transaction icon on the transaction results screen.
Step Result: The return prompt is displayed
5. The total amount of the transaction will appear in the return prompt by default. You can do a return for either the full amount or for less than the full amount (i.e., a partial return). If the return is a partial return, enter the amount in the Return Amount field.
6. Click Process. Step Result: A confirmation page is displayed.
7. Click Yes. Step Result: The transaction result page displays the issuer authorization response (for example, Approved).