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 in order to match all reports.

This guide describes the refund process for automatic drafts only. For any day-to-day purchases like in-store cash/CC payments, and online transaction refunds, please refer to this guide: https://tan-link.zendesk.com/hc/en-us/articles/19826933920141-How-to-Refund-a-customer-In-store-and-online-purchases- 

Please note that 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 Authorize.net 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 locate these transactions in the future.