How to Apply a Chargeback

Step 1. Using the menu bar on the left, click on Chargebacks, you can use this screen to apply a partial and full chargeback to any open Invoice in the system. 

1.png

 

Step 2. Use the search bar to enter an invoice# or to filter by client and/or debtor. 

2.png

 

Step 3. You can select invoices by clicking the check box to the left of the invoices, once an invoice is checked it will display on the right side and default to full chargeback. You can edit the amount if you're only needing to apply a partial chargeback. Once the amount is edited, the new balance will update. 
You can add as many invoices as needed. To finalize the chargebacks, click apply chargebacks at the bottom. 

3.png

Step 4. Once you click apply chargeback, a confirmation window will appear to confirm. Once you confirm, the chargebacks will be final and cannot be reversed. 

 

4.png

Was this article helpful?
0 out of 0 found this helpful