User guide

Pocket Verifier • Smartphone Edition • User Guide and Tutorial 17 of 27
Tutorial • Voids and Credits
After a credit card transaction is approved, the processing bank submits the record for an
end-of-day settlement (closed batch). If a settlement has not yet been issued for the
transaction, Pocket Verifier allows you to void the transaction. Issuing a void or a credit
depends solely on whether the transaction was settled. Settled transactions will allow you
to issue full or partial credits. Unsettled transaction can only voided. Pocket Verifier
transaction are automatically batched every night at approximately 11PM PST. Thus, in
most cases, you can issue a void immediately after you received an approved transaction.
The tutorial below gives an example of how to issue a void or credit.
1. From the Main Index screen, select Transaction Manager.
2. Select the transaction that was just approved.
In this example we are using Pete Peterson. Your transaction will be different
than the one presented here since.
The Approved Transaction screen now contains a menu with additional features.
If your customer requires a Refund Receipt, you can print one before issuing a
void or credit. Since Pocket Verifier cannot determine if the transaction was
settled, you can only print out amounts for Full Refund Receipts. A partial refund
receipt can be printed whereby you enter the amount to be credited.
Once you print out a Refund Receipt and hand it to the customer, you must still
issue a Void or Credit. If the transaction was not yet settled and you want to issue
a partial refund, you must wait until the processing bank settles the transaction
(usually the next day).