OnePay- User Guide

Step-3: Select the Transaction Types

Step-3: Select the Transaction Types

Select the Transaction types by clicking on the dropdown.

Types of Transaction could be:

  1. Sale
  2. Void
  3. Refund

1. Sale

A sale is a transaction between user and the customer, in which the customer receives tangible or intangible goods, services, and/or assets in exchange for money.

NOTE: A sale transaction can never be zero!!

Scenario 

A 20$  sale transaction


Transaction Approved


2. Void

Description: This transaction type will reduce the amount of a previously unsettled transaction.

This allows us to nullify the charge. Typically no fees from processing apply in this situation. This option allows nullify transaction altogether or immediately redo it

This type of transaction occurs after full settlement has completed. This option then allows to process a transaction in reverse which sends money from the users bank back to the cardholder’s issuing bank.

NOTE: This transaction can be processed only of the customer had paid the amount to the user. Void transaction is allowed only on sale transactions.

Also, This transaction can be completed only if the transaction has not been settled in the bank, i.e, Void transaction can be performed only if the customer requests for a refund before the batch settlement.


Scenario 1- Void

Void transaction on a previous 20$ Sale transaction

verify the customer and transaction details


Transaction approved. 


Transaction Details


Scenario 2-Partial Void

After performing a Sale, Select Void from the dropdown and Use the transaction ID of a sale transaction performed to Void a transaction partially.


  • Enter the amount to be partially voided 
  • Click on process transaction

View the partially voided 10$ amount in transaction details.


Scenario 3 Another way to Void and Partially void

  • After performing a 30$ Sale transaction
  • Click on View details

Click on Void option shown below


Enter the amount to be voided in the Pop up 

Void -30$

Transaction details


Partial Void- 10$ 

Transaction details


3. Refund

Incase there is a need to refund a cardholder, Refund transaction is used

This type of transaction occurs after full settlement has completed. This option then allows to process a transaction in reverse which sends money from the users bank back to the cardholder’s issuing bank.

NOTE: 

  • Refund can be processed only of the customer had paid the amount to the user. Refund transactions are performed only on a sale transaction.
  • Refund cannot be performed on an already voided transaction

Also, This transaction can be completed only if the transaction has not been settled in the bank, i.e, Refund transaction can be performed only if the customer requests for a refund after the batch settlement.


Scenario

Click on the refund in the dropdown

Search for customer using

  • prior transaction id 
  • Search customer

  • Verify the deatils of the customer
  • Click on process transaction

Note: A refund transaction allows to refund the full amount, not partial amount.

Transaction approved

Click on view details


Transaction details for the refund transaction can be viewed in this page.

NOTE: Once the batch settlement is processed, settlement status will change to settled


Scenario: Another way to refund

On viewing the transaction details in the reporting page for a specifc transaction ID post batch settlement.

Refund option is available as shown below:


  • Click on refund
  • A popup window with refund amount is populated
  • Click on refund in the popup 

Transaction Approved