What's New?
Issue Refund Directly from Payments – A new “Issue Refund” button has been added to the Payments module, allowing users to process Refunds directly from Results. Note: This is only available when the Payment record that is displayed has been received via the new Results Payments module and captured as a Credit Card Payment or an ACH Payment. On the main Payment record, below the Issue “Refund button” users can also view:
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- Total Refunded Amount
- Net Payment
This provides immediate visibility into the Refund being processed and the resulting net payment amount.
Enhanced Payment Transaction Tracking – Results now captures additional transaction information from the Results Payments (Merchant Services) powered by JUPICO, including:
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- Payments Transaction ID – Captures the transaction ID from JUPICO and displays it on the Payments DM.
- Payments Transaction Type – Identifies whether the transaction is a Charge or Refund and displays this information on the Payments DM.
Refund Payment Linking – Refund Payments now include a Linked Parent Payment at the bottom of the Linked Info Card, making it easier to identify the original payment associated with the Refund.
Refunds Tab on Parent Payments – The original Parent Payment now includes a dedicated Refunds tab, providing a centralized view of Refunds associated with that payment.
Why This Matters?
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Process Refunds Directly in Results – Results Payment (merchant Services) Users can now initiate Refunds without leaving the Payments module, simplifying the Refund workflow.
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Improve Transaction Visibility – Payments Transaction IDs and Transaction Types provide additional context for both Charges and Refunds.
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Easily Trace Refunds – The Linked Parent Payment makes it easy to identify the original payment associated with a Refund.
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Centralize Refund Information – The new Refunds tab on the Parent Payment provides a clear view of related Refund activity in one place.
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Greater Financial Transparency – With Refund Amount, Net Amount, transaction details, and parent-payment relationships all available in Results, users have improved visibility throughout the payment and Refund lifecycle.
