If you need to cancel a payment made with an integrated payment partner for any reason, you can do so by selecting the payment and choosing to void it in the program.
Note: To void a transaction, the user logged in must have the Employee Right enabled to void a payment.
Void Payment Options
When you click Void Payment on an integrated payment receipt, a prompt will display, asking if you would like to refund the payment amount back to the original card or just void the payment. You will have two options:
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Void and Refund – This will cancel the payment in Pulse and void the transaction with the integrated payment vendor. Use this when a payment needs to be corrected and refunded.
- The standard timeframe for the payment vendor to refund the money back to the customer is 3-5 business days. Please reach out to your payment vendor for more information.
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Void Only – This will allow you to cancel the payment from the invoice without voiding the payment on the integrated payment’s side. Use this when you only want to reverse the payment without issuing a refund.
- This is often used when internal adjustments need to be made to the invoice, but the payment amount was correct.
Voided Payment Receipts
The Payment History screen will now clearly indicate which option was chosen on the void action.
- Void Only – Will display as VOIDED - Amount was not credited back to the card.
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Void and Refund – Will display as VOIDED - Amount was credited back to the card.
- The standard timeframe for the payment vendor to refund the money back to the customer is 3-5 business days. Please reach out to your payment vendor for more information.
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