We entered a credit card transaction in Denticon. We voided the transaction in TSYS / TransFirst, but now cannot delete the transaction in Denticon. How can we correct?

The fundamental thing to remember is this: all credit card transactions start in Denticon. Therefore, when a credit card transaction must be removed, the transaction correction should always begin in Denticon.

• If the transaction occurred on the current date:
• Click the blue transaction date
• When the Delete button is clicked, the transaction is (1) removed from the Denticon record, and (2) the transaction is auto-voided in TSYS / TransFirst.

• If the transaction occurred in the past (the money is in the dental office’s bank account) and the charge should be fully reversed:
  • Access the Transaction Entry screen
  • Select the “Payments/Adjustments” tab
  • Select the “Adjustment Types” radio button
  • Select the “REV PMT - TransFirst CC AutoRF” adjustment (in some accounts, the adjustment is “REV PMT - Credit Card Chg Back”)
  • The past credit card transactions appear in the list at the bottom of the screen, indicated as “Select a credit card payment posted using TSYS / TransFirst”
  • Select the desired payment (the Amount field will be auto-populated)
  • Enter desired notes
  • Click the Apply button
  • Essentially, this is a credit card transaction in reverse.

• If the transaction occurred in the past (the money is in the dental office’s bank account) and the charge should be partially reversed. This is a two-step process:
  • Step 1 –
    • Access the Transaction Entry screen
    • Select the “Payments/Adjustments” tab
    • Select the “Adjustment Types” radio button
    • Select the “REFUND - Credit Card” adjustment
    • Indicate the desired amount of the partial reversal
    • Enter desired notes
    • Click the Apply button
  • Step 2 –
    • Access the office’s TSYS / TransFirst account
    • Input the partial reversal directly on the TSYS / TransFirst website

Since the credit card transaction has been manually voided on the TSYS / TransFirst website, the Denticon transaction does not relate to an existing TSYS / TransFirst financial transaction. Therefore, the Denticon transaction cannot be deleted.

The office should enter a manual adjustment to financially adjust the ledger balance.