Task: Take a Payment and Reverse the Payment
If you have not had an opportunity, ensure that you take a Payment and Reverse the Payment. Feel free to use any payment method, such as Cash, Credit Card, or Check. If you would like, and have ERSPay setup, then you are welcome to bill your own card for a few dollars by discounting the order by 99%. Afterward, void the credit card charge. This amount will not hit your bank account as long as it is voided the same day before 5pm EST.
For more information on Refunds, Voids, and Credit Card Batching, search "Voids and Refunds" in the Help > Knowledge Base.
For assistance, check out the following FAQ video: How do I refund a payment?
Note: Ensure that you do not leave a payment on an order and do not cancel an order with a payment on it. If there is a payment on a canceled order, then you will want to reverse it to ensure.
Continue to the Next Training Module: 21. Setup Custom Locations for Custom Stops