How to Process a Chargeback

Created by Cyndi DeBolt, Modified on Tue, Jul 15 at 12:29 PM by Corey Nolan

Follow the steps below to process a chargeback on a contract.

1. Use icon to locate the customer with contract number, finance account, first/last name etc.

2. Click hyperlinked name to open to the policy page

3. Go to the Payment Tab > Click the icon to add a new transaction

5. Payment Type > Select Down Payment Refund

6. Method Type > Select Credit Card Chargeback

7. Method Source > This is the Credit Card being refunded

8. Payment Amount > The amount of the chargeback

9. Payment Date > Date for the transaction to process

10. Click the icon