User guide

WEB Connect for Pocket PC page 21
Issuing a Credit from the Transaction Manager
Introduction
If a transaction is already closed out (i.e., the batch has been sent to the bank for processing at the end of the
day), then a void cannot be issued. In such cases, it is necessary to do a credit. WEB Connect allows you to do
full or partial credits. The tutorial below shows you how to issue a partial credit, once a transaction is already
closed out.
Tutorial
1. Enter a value for the Credit not exceeding the amount displayed.
In the example below, a value of $30.00 is entered. Click on the Void/Credit button.
2. Click on the Issue Credit… button.
The request is sent to the server.
Once approved, a message appears indicating that the credit was successful.
3. Click on the Yes button in the message prompt.
WEB Connect will delete this transaction from its records and return you to the Transaction Manager.
Transaction record Pete Peterson is removed after
issuing a credit.
One less record is displayed