Accounting Finance:Chase Paymentech-Reversal/Void/Refund Transaction - Revision history

Nancyn at 00:33, 26 August 2017

2017-08-26T00:33:36Z

Nancyn at 00:24, 7 December 2016

2016-12-07T00:24:05Z

Nancyn: Nancyn moved page Finance:Chase Paymentech-Reversal/Void/Refund Batch/Transaction to Finance:Chase Paymentech-Reversal/Void/Refund Transaction

2016-12-07T00:13:24Z

Nancyn moved page Finance:Chase Paymentech-Reversal/Void/Refund Batch/Transaction to Finance:Chase Paymentech-Reversal/Void/Refund Transaction

Nancyn: Created page with "==Overview== uniPHARM uses Chase Paymentech's Orbital Virtual terminal which is Chase Paymentech's suite of web-based tools for secure acceptance and payment processing at the..."

2016-12-07T00:12:51Z

Created page with "==Overview== uniPHARM uses Chase Paymentech's Orbital Virtual terminal which is Chase Paymentech's suite of web-based tools for secure acceptance and payment processing at the..."

New page

==Overview==
uniPHARM uses Chase Paymentech's Orbital Virtual terminal which is Chase Paymentech's suite of web-based tools for secure acceptance and payment processing at the point of sale and in a card-not-present (CNP) environment. All transactions are processed through an internet browser. Data transmission is protected using the industry-standard Secure Sockets Layer (SSL) protocol with all transmissions encrypted at 128 bits. Sensitive transaction data is secured behind internal layered defenses that prohibit direct access to transaction databases. Users have three options: authorize, authorize and settle or authorize, settle and refund.

==Contacts==
*Relationship Manager - TBA
*Sales Contact – Harry Cho, VP National Sales T:604.872.0303, TF: 877.872.0303, F: 844.364.9210 [mailto:harry.cho@chasepaymentech.com Harry Cho]
*Chase Helpdesk: T: 1-800.265.5158

==Logging into Chase Orbital==
#Open your supported web browser
#Logo into '''[https://secure.paymentech.com/manager| Orbital]'''
#Enter your Chase Paymentech '''user name''' and click ''''Login''''
#Enter your '''password''' and click ''''Submit''''

==Reverse (Void) a Transaction==
A void does not reverse the original authorization but a reversal using the TxRefNum reverses the hold on the original authorization. If the transaction has not been settled and is not more than 72 hours, no fees will be charged for the reversal or void.

#Open Chase-Template {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Chase-Template.xlsx|superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Chase-Template.xlsx}}
#Click on '''Batch sheet'''
#Enter '''User Name''' (D1)
#Enter '''File Name''' (E1)
#Enter each credit card reversal for each row: remove Data '(C), remove data (D), enter 'V' for Void '(E), enter original order ID # (F),enter TxRefNum (go to Orbital to obtain) (G), remove data (H), enter full/partial amount (I), Remove Profile No. (AB), Remove Recurring Indicator (BF), remove Profile No. (AB), and copy TxRefNum in (G) to (BN).
#Use '''notes''' from Row 1 for code selection and additional details if required.
#When you have completed all entries, copy and paste (V) (values only) from '''row 1 to Trailer row (T)''' to a new blank worksheet. ''Make sure you copy all columns''.
#Save file as '''CSV''' with the same '''File Name''' as E1.
#Log into your Orbital Account and click ''''Import File''''.
#If the import is '''successful''', it will be shown as '''Completed'''. ''Note - import could be successful but data is not imported if there are errors.''
#Click ''''Open Batch'''' and Unmark entries or Settle when you are ready to settle. ''Do not settle if it is not yet the Settlement date.''
#Check to see that all transactions are in '''Open Batch'''. ''If the transaction is not shown, check Reporting to determine the error.''
#Add new profile to Profiles sheet, if required.

'''Sample of csv file''': {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Example of Batch Import Files\Import New Order Batch.csv|superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Example of Batch Import Files\Import New Order Batch.csv}}

==Print Confirmation==
#Click ''''Reporting'''', mark ''''completed batch'''', click ''''retrieve report'''', and click ''''Open''''.
#Make sure the batch has been approved with the '''correct amounts''' and there are '''no problems'''.
#Attach '''confirmation report''' to '''original report''' and file.

==Log Out of Orbital==
#Click the '''log out link''' to log out of Orbital.

[[Category:Workflows-Finance]]
[[Category:Bank]]
[[Category:Chase]]

@@ Line 3: / Line 3: @@
 ==Contacts==
 *Sales Contact – Harry Cho, VP National Sales T:604.872.0303, TF: 877.872.0303, F: 844.364.9210 [mailto:harry.cho@chasepaymentech.com Harry Cho]
 *Chase Helpdesk: T: 1-800.265.5158
 ==Logging into Chase Orbital==

@@ Line 13: / Line 13: @@
 #Enter your '''password''' and click ''''Submit''''
-==Reverse (Void) a Transaction==
+==Reverse (Void) a Transaction via Batch Import==
 A void does not reverse the original authorization but a reversal using the TxRefNum reverses the hold on the original authorization. If the transaction has not been settled and is not more than 72 hours, no fees will be charged for the reversal or void.
@@ Line 25: / Line 25: @@
 #Save file as '''CSV''' with the same '''File Name''' as E1.
 #Log into your Orbital Account and click ''''Import File''''.
-#If the import is '''successful''', it will be shown as '''Completed'''. ''Note - import could be successful but data is not imported if there are errors.''
+#If the import is '''successful''', it will be shown as '''Completed'''.
-#Click ''''Open Batch'''' and Unmark entries or Settle when you are ready to settle. ''Do not settle if it is not yet the Settlement date.''
+#Click ''''Open Batch'''' and view the reversal or the void. ''If the transaction is not shown, the Reversal/Void was not successful - there was an error.
-'''Sample of csv file''': {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Example of Batch Import Files\Import New Order Batch.csv|superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Example of Batch Import Files\Import New Order Batch.csv}}
+'''Sample of csv file''': {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Example of Batch Import Files\Batch Reversal.csv|superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Example of Batch Import Files\Batch Reversal.csv}}
 ==Print Confirmation==

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