How to issue credits for a batch

Batch     Credit     Sub-batch    

1. Are you ready?
   
   In this tutorial we are going to learn how to issue credits for a batch.
   
   We will use the following parameters:
   

   Merchant Account Code: MP001 (that was created in Creating a merchant (basic) tutorial)
   Attempt Date: 12/22/2024
   Status: Processed
   Batch ID: 6789
   
2. Log in to the system using your Username and Password.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
   
3. Log in to the system using your Username and Password.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
   
4. You can issue credits for a batch using Sub-Batch form, which are available at the following places:
   
   

   • Perspective => Console Perspective => Submissions => Batches => Batch List => View Batch
   • Perspective => Management => Merchant Perspective => Submissions => Batches => Batch List => View Batch
   • Perspective => Administration => Monitoring Perspective => Sub Batch

   
   You can choose any place you like.
   
5. Let's learn how to issue credits using either Console or Merchant perspective.
   
6. Select appropriate Merchant or Merchant Account in the top left section of the screen.
   
7. Click   Submissionsbutton in the top section of the screen.
   
8. Choose   Batches  menu item  from the list.
   
9. Locate   Batch Search  groupbox
10. Select 12/22/2024 in Create Datedatebox
11. Enter 6789 into the IDtextbox
12. Click   Findbutton
13. Locate   Batch List  groupbox
14. Click   View Batchbutton

    screenshot
15. Locate   Sub-batch List  groupbox
16. Click   Actionsbutton next to the needed sub-batch.
    
17. Choose   Issue Credits  menu item  from the list and confirm your action.
    If you want to issue credits for all sub-batches included in your batch, repeat steps 15-16 with every sub-batch in the list.
    

    Note. The Issue Credits button is active for sub-batches in Processed and Approved review statuses within 15 days after the sub-batch has been processed. Credits cannot be issued if the sub-batch has been processed through batch proxy emulator.

    
    

    screenshot
18. If you followed all steps correctly, a new sub-batch should be generated.
    
19. Now let's learn how to issue credits using Monitoring perspective.
    
20. Select appropriate Merchant or Merchant Account in the top left section of the screen.
    
21. Click   Sub Batchbutton in the top section of the screen.
    
22. Locate   Sub-Batch Search  groupbox
23. Select 12/22/2024 in Attempt Datedatebox
24. Enter 6789 into the Sub-Batch IDtextbox
25. Click   Findbutton
26. Locate   Sub-Batch List  groupbox
27. Click   Actionsbutton
28. Choose   Issue Credits  menu item  from the list and confirm your action. If you want to issue credits for all sub-batches included in your batch, repeat steps 26-27 with every sub-batch in the list.
    If you followed all steps correctly, a new sub-batch should be generated.
    

    screenshot
29. To check whether refunds are issued, refresh the search and locate a newly generated sub-batch.
    
30. Click   View Sub-batchbutton on Sub-batch list.
    
31. Locate   Transactions  groupbox
32. Click   Loadbutton to review transactions included in the sub-batch. Status of the transactions must be Refund.
    
    If an initial batch contained refund transactions, these transactions would not be affected in any way – no new credits or sales will be created.
    

    screenshot
33. Congratulations, you are done!
    
    You have learned how to issue credits for a batch. Now you can do this by yourself.
    

Monitoring perspective   Batch