Overview
If a credit card payment was disputed by a customer and you have verified with your credit card processor that it has been refunded already back to your customer directly, then you will need to deal with the paid invoice in Dash. Here is how we suggest to handle these circumstances.
FYI: CardConnect Customers can log into their Card Pointe account to see all Chargeback transactions. Learn more here.
How
Find the invoice where the credit card payment was refunded directly back to the customer already.
Click the 3 vertical elipsis to see the "Reverse" option for each of the line items needed for the invoice.
Once the total matches the original payment amount from the original transaction, click the "Checkout" button.
The payment type will be "Check" and select the NSF check option.
The check number you enter is up to you. You could enter the date of the chargeback, or date of the reversal or just random numbers. I chose this (060520CB) to designate the date of the chargeback and CB helps me see clearly it is a Chargeback.
It is also helpful to write an invoice note to comment on any info you have about the dispute.
