Issue a Partial Refund with Compliant Surcharging

Home › Payments Management Bridge › Additional Features › Issue a Partial Refund with Compliant Surcharging

Note: Compliant Surcharging is not included in all Practice Management Bridge plans. For more information about your plan, contact our Customer Care team by calling 800-337-3630 or emailing [email protected].

If you have Compliant Surcharging, the process to issue a partial refund is slightly different than issuing a partial refund without Compliant Surcharging. If you do not have Compliant Surcharging and want to issue a partial refund, see Refund or Void a Payment for instructions.

Instructions

  1. Click Reports > Transaction Search in the left menu.
  2. Apply search filters in Transaction Search, then click Submit.
  3. Locate the transaction in the search results, and then click the Transaction ID link in the TXN ID column.
    The Reports > Transaction Search screen. Numbered arrows point to the following: 1 > Cardholder Last Name, 2 > Submit button, 3 > TXN ID.
  4. Click Refund at the bottom of the Transaction Details screen.
    Refund will appear if the transaction has settled.
  5. On Confirm Refund Amount, enter a lower amount.
    The Partial Surcharge Amount is automatically calculated based on the refund amount entered.
    The Total Refund Amount is calculated with the Partial Surcharge Amount.
    The Confirm Refund Amount pop-up. $12.53 is entered. The following amounts are listed: Original Amount: $60.00, Original Surcharge Amount: $0.90, Original Total Amount: $60.90, Surcharge on Entered Amount: $0.19, and Total Refund Amount: $12.72.
  6. Click Okay to issue the partial refund.
  7. On the Payment Accepted screen, email or print the refund receipt.
    To email the refund receipt: Enter the cardholder's email address and modify the email body to specify that a refund was issued. Click Email to send the email receipt.
    To print the refund receipt: Click Print.
    The Email Sent pop-up window. It has an email address field, subject line, email body noting the refund amount, email button, print button, and close button.
Helpful?