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XCharge® - How can I return money to a credit card in my history?

- How can I return money to a credit card in my history?

You can return funds to a credit card directly in X-Charge if the card is on hand or if you have the full credit card number. This can be done without the full credit card number starting in X-Charge version 7.1.1.

If you have the card on hand or the full card number:

  1. Open the X-Charge icon from your desktop and login if needed.
  2. Choose the Return option from the left side of the screen.
  3. In the Amount field, manually enter the full return amount (including a decimal place).
  4. In the Credit Card field, you can either swipe the card or manually enter the full card number.
  5. The Receipt and Clerk ID fields are usually optional.
  6. When ready, click on F12-Process to complete the return.
If you are using X-Charge version 7.1.1 or higher and do not have the card:
  1. Open the X-Charge icon from your desktop and login if needed.
  2. Choose the Return option from the left side of the screen.
  3. Click on the Lookup button at the top of the screen.
    1. Once you see the credit card on your screen, click anywhere on the row to highlight the card.
    2. Click on the Select button to the far right.
    3. Use the filters (such as date range) and the Search button to locate the credit card desired.
    4. Click on the Select button at the top of the screen. The masked credit card number and expiration date should be visible on the Return screen now.
    5. In the Amount field, manually enter the full return amount (including a decimal place).
    6. The Receipt and Clerk ID fields are usually optional.
    7. When ready, click on F12-Process to complete the Return.
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