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Knowledge Base |
Import Returns
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This article will guide you through accessing and understanding the Import Returns Report.
Requirements - A Master admin login or a staff type with the following permissions:
To access Import Returns, navigate to Setup > Sales > Import Returns. From here, you will be able to access both the Import Returns and Process Returns tabs.
1. Import Returns
The Import Returns tab will allow you to import a list of returned payments (NSF / Chargeback) from Authorize.net or Sage. Once you are on the Import Returns tab, select the Source Type from the drop down menu.
Once you have selected a Source Type within the dropdown menu, a Drag & Drop box will populate. This box will allow you to Drag & Drop Files, or you may click within the box to select the file within your File Explorer. If you are processing the file as a credit card inquiry, click the Process file as a credit card inquiry box. Once you have entered the file, click Import File.
2. Process Returns
The Process Returns tab will allow you to process returned payments (NSF / Chargeback). Select a date range using the calendar filter or by selecting a Preset Date Range. Once the date range is selected, you will be able to filter specifically to Charge Date, Chargeback Date, Import Date, Match Date or Last Update. Additionally, you will be able to Filter by Status or Filter by Source using the provided drop down menus. To Show Links and / or Show Notes, click within the check boxes. Once these filters have been set, click Fetch Returns.
Related Articles:
How To Import Auth.net - Ach Returns Into ClubReady
How To Import Sage - Ach Returns Into ClubReady
Requirements - A Master admin login or a staff type with the following permissions:
- Can access reports
- Can access sales: import returns
Accessing And Generating Import Returns
To access Import Returns, navigate to Setup > Sales > Import Returns. From here, you will be able to access both the Import Returns and Process Returns tabs.
1. Import Returns
The Import Returns tab will allow you to import a list of returned payments (NSF / Chargeback) from Authorize.net or Sage. Once you are on the Import Returns tab, select the Source Type from the drop down menu.
Once you have selected a Source Type within the dropdown menu, a Drag & Drop box will populate. This box will allow you to Drag & Drop Files, or you may click within the box to select the file within your File Explorer. If you are processing the file as a credit card inquiry, click the Process file as a credit card inquiry box. Once you have entered the file, click Import File.
2. Process Returns
The Process Returns tab will allow you to process returned payments (NSF / Chargeback). Select a date range using the calendar filter or by selecting a Preset Date Range. Once the date range is selected, you will be able to filter specifically to Charge Date, Chargeback Date, Import Date, Match Date or Last Update. Additionally, you will be able to Filter by Status or Filter by Source using the provided drop down menus. To Show Links and / or Show Notes, click within the check boxes. Once these filters have been set, click Fetch Returns.
Related Articles:
How To Import Auth.net - Ach Returns Into ClubReady
How To Import Sage - Ach Returns Into ClubReady
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