User guide

Meritus PC • User Guide and Tutorial • 2.01 page 45
Issuing a Void or Credit
In some cases you will need to issue a void or credit to the customer.
A void can usually be issued the same day. A credit can only be issued after the sales transaction is settled by
the processing bank (Meritus PC transactions are automatically settled between 11 - 12 PM PST)*.
There are two ways to issue voids and credits. One way is to log into your Payment XP account online, locate
the sale and issue a void/credit through the Internet. The second way is to locate the sale in the Meritus PC
Transaction Manager. By issuing a void or credit from the Transaction Manager, you can also print a void or
credit receipt. Once a void or credit is issued, you can no longer apply any actions to that sale except to print a
receipt.
This tutorial assumes that you have already processed at least one credit card sale that was approved.
1. Click on the Transaction Manager menu item.
If this is the first time you are entering Transaction Manager, then the range is set to Most Recent.
Make sure that the Credit Cards item is checked on and that Approved, Void/Credit, and Pending sales
are also checked on.
* Note: Depending on your merchant provider, sales processed into Test accounts may never batch out.
Thus, a credit can not be issued.