Crimson: Issuing a Credit Card Refund via Merchant e-Solutions Online

 

If you are able to process credit cards in Crimson via Data Entry or Donate Now that means you have a Merchant e-Solutions (MeS) merchant account linked to your database. When needed, you can issue online refunds for credit card transactions that were processed in Crimson via this merchant account.

First, you’ll need the following MeS online portal login information to access your merchant account:

USER ID:

__________________________________ 

PASSWORD:

__________________________________

SECURITY QUESTION:

__________________________________      

If you don’t have this information, please contact CrimsonSupport@cmdi.com to place a request.

Once you’ve obtained the MeS login information, you’ll need to go to https://www.merchante-solutions.com/jsp/secure/sLogin.jsp, enter your User ID, Password, and answer(s) to your security questions to access MeS’ online portal.

Looking up the Tran ID

Once logged in, you’ll need to first look up the original transaction that you’d like to refund and obtain the Trident Tran ID.

  1. Select Payment Gateway Back Office from the Main Menu.
  2. Under Batch Management, select View Settled Batches.
  3. If you have a Profile ID drop-down menu, choose the first Profile ID that ends in -01.
  4. Enter the date range for the transaction(s) that you’re looking to refund.
  5. Find the transaction that you’re trying to refund and copy the Tran ID.
    • You can confirm you have the right transaction by verifying the amount, first four and last four credit card numbers, and the Auth # that should match the Approval Code in the money record in Crimson.
    • If you’re having trouble locating the transaction’s Tran ID, click Download Report so that you can view the list of transactions in Excel and find it easier.

Issuing the Refund

Now that you have obtained the Tran ID for the transaction, you can move forward with issuing the refund.

  1. Click Transaction under the Payment Gateway Back Office section.
  2. If you have a Profile ID drop-down menu, choose the first Profile ID that ends in -01.
  3. Under Transaction Information, select the TXN Type of Refund.
  4. Enter the amount you’d like to refund in the Amount
  5. Paste the Tran ID you previously copied into the Transaction ID
  6. Click Submit Transaction.
  7. Once you’ve received confirmation that the refund has been successfully issued, print or save a copy of the refund receipt by pressing the Print Record

*Please note, you’ll need to apply a “Merchant Credit – Full” or “Merchant Credit – Partial” to the corresponding receipts in Crimson.

 

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