Void Authorized Payment

Not all payment gateways support voiding an authorized payment. Check with your payment gateway provider to verify whether or not they support this feature.

When you void a payment with an Authorized status, the payment gateway will remove the hold on the customer’s funds, and no funds will be transferred. Once voided, the payment cannot be re-authorized.

After selecting to void an Authorized payment, you will not see a confirmation window. Be sure you want to void this payment before completing this action.

Complete the following steps to void an authorized payment:

If you know the payment number, click Payments in the left pane. Use the Search field to find and select a payment. Skip to this step. Refer to Search Feature for more information about using the Search feature.

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customers window, select an account to open the Customer Summary window.

Customer Summary Window
On the Customer Summary window, select an account on the Accounts tab to open the Account Details window.

Account Details Window
If the Allow Multi-Customer Accounts Billing system setting is set to False, the Account Details window will be slightly different. It will include three additional detail tabs: Addresses, Phone Numbers, and Emails.

Account Details Window - Allow Multi-Customer Accounts System Setting is False
Click the Payments tab to open the Payments window.

Payments Window
On the Payments window, complete one of the following:

For the payment you wish to settle, click the in the Actions column and select Void Auth.

Payments - Void Auth Option
OR, select a payment to open the Payment Information window. Select Void Auth from the Payment drop-down menu.

Payments - Void Auth Option

The payment status changes to Authorized Void upon successful voiding of the authorized payment.

Topic updated: 06/2024.