How to Refund an Automatic EFT Draft.

At your discretion, you can process a refund for an automatic EFT draft and then update your Tan-Link site with this refund to match all reports.

If Two-Factor-Authentication is enabled on your Tan-Link site, you can contact support to enable refunds directly from TL. See this article for information on how you can refund directly from Tan-Link: https://tan-link.zendesk.com/hc/en-us/articles/27005196175629-Refund-Directly-through-Tan-Link

If you do not have refunds enabled directly from Tan-Link, then all Refunds need to be processed from your Payment Launch or Authorize.net account.

Authorize.net

Please refer to the guide below to process a refund from your Authorize.net account:
https://tan-link.zendesk.com/hc/en-us/articles/360030281091-How-to-refund-or-void-a-payment-through-Authorize-net-and-adjust-in-reports 

Payment Launch

Please refer to the guide below to process a refund from your Payment Launch account:
https://tan-link.zendesk.com/hc/en-us/articles/4410622414733-How-to-Refund-through-Payment-Launch-and-Adjust-in-Reports 

Tan-Link

Once the refund has been processed, you will search for the transaction to adjust and edit the outcome in Tan-Link to match your financial records to the site's reports. 

To do so you will go to Customers> Edit Draft Transactions 

This screen displays Automatic EFT Drafts and Redrafts only. It does not include daily sales, Credit card payments, EFT sales (signup), EFT prepayments, Past-due payments, or Miscellaneous payments made in-store or online.

Click on Search and enter the Account ID to search all automatic drafts for this customer and select from the list of results.

You can also search for the transaction ID corresponding to the refund that was already issued.
Then you will select the correct transaction and click on the CHANGE button.

 
In the Approved column change the "1" to "0" and click on Save.
This will mark the payment as Declined in the Customer's Account without adding a past due.

You can also edit the notes field to add the word "REFUND" to easily find these transactions in the future.