How to issue refund using Worldpay Portal
WorldPay iQ Portal
***You can download the PDF Guide attached to this document for reference***
If you have not already created an account, please do so by clicking on the “CREATE NEW ID” option and enter your information on the next screen.
Home Page
From the homepage, you will see a quick graphical view of yesterday’s net settlements.
You can check out the “Help” link at the upper right to view robust Help documentation on all aspects of the iQ system. This link is available from all iQ screens. You can also navigate down to the “How To” area on the right side of the homepage to view a series of detailed user videos.
You can quickly access your billing statements from the homepage Get Billing Statements section by selecting the month from the dropdown and then clicking the “Get Statement” button.
You can access and work your dispute items by clicking on the View details in the Disputes section.
Using Transaction Research
Transaction Research is used to access detailed data about
your payment transactions.
To access this area, click “Reconciliation” in the main
left-hand navigation, and then on “Transaction Research” under that. Select
your hierarchy and date range. You can narrow your search, by adjusting the
date type, Date range and/or by entering additional search criteria (like card
number).
Click the “Search” button to run your search. Your search results will display below, in Authorization and Settlement Details sections. The data returned in these grids will depend on the search criteria you entered.
Issuing a Customer Refund with Virtual Terminal
You can issue a refund to a customer in one of the following ways. Note, both methods require your iQ account be set up with the appropriate permissions:
1.
Transaction Research
Run a search in Transaction Research (see above module) and locate the
transaction you wish to refund in the Settlement Details grid. Click the yellow
arrow at the left and then choose the Issue Refund option. Only Credit Card
Transactions can be refunded using this action. You can refund any amount up to
the original transaction amount. The refund will be processed with the required
fields from the original sale.
2.
Issue Refund through Virtual Terminal
To access this area, click “Virtual Terminal” in the main left-hand navigation,
and then on “Credit Authorization” under that. Select the hierarchy under which
the refund should be processed; select the Refund Transaction Type; and enter
the rest of the required fields. You can either authorize the transactions
entered individually, or you can Save and Enter Another if you are processing
multiple transactions. For Returns, clicking Authorize will automatically mark
the transactions for Settlement. But if you are also processing Sales, then you
will need to navigate to the Settle Transactions page to mark the approved
Sales to be settled. Clicking Auth and Settle will mark all approved
transactions for settlement without having to take that second step on the
Settle Transactions tab.
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