If using TSYS or Open Edge credit card processing services in Denticon all financial transactions begin in Denticon. Failure to work in Denticon first will result in error messages.
To fully reverse a credit card transaction which was generated using the TSYS or Open Edge credit card processing integration within Denticon:
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Access the account
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Access the Transaction Entry screen through (1) the word “Transactions” and choose the “Transaction Entry” option from the drop-down box, or (2) the Transaction Entry icon in the icon toolbar
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Select the Payment/Adjustments tab
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Select the “Adjustment Types” radio button
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Select the adjustment “REV PMT - TransFirst CC AutoRF” (NOTE: in some Denticon accounts, the entry may read "REV PMT – Credit Card Chg Back")
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Select the processed TransFirst payment from the list at the bottom of the screen – the Amount field will auto-populate with the correct amount
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Ensure the correct provider name is indicated
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Input any desired notes in the Notes field
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Click the Apply button
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At the end of the financial day, the TSYS or Open Edge processing will refund the full amount of the previous transaction
NOTE: The “REV PMT - TransFirst CC AutoRF” (aka: “REV PMT – Credit Card Chg Back”) adjustment code is used specifically and exclusively for full refunds of credit card transactions that are generated in Denticon via TSYS or Open Edge credit card processing services.
If the office uses an outside credit card processing service, there will need to be two steps to refund the credit card charge. The second step of the refund must be performed through that service after the refund is accomplished in Denticon.
Step 1 – Indicate the amount of the refund in Denticon
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Access the account
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Access the Transaction Entry screen through (1) the word “Transactions” and choose the “Transaction Entry” option from the drop-down box, or (2) the Transaction Entry icon in the icon toolbar
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Select the Payment/Adjustments tab
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Select the “Adjustment Types” radio button
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Select the adjustment “REFUND – Credit Card”
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Ensure the correct provider name is indicated
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Input the amount of the refund
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Input any desired notes in the Notes field
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Click the Apply button
Step 2 – Refund the amount using the outside credit card processing service
