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This screen will show you all the Credit Card Transactions for a given Customer and allow you to Reverse any transaction manually.

****For a full guide on setting up and using Credit Cards in TRX, Click Here.****

Table of Contents

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Reversing Transactions

This screen allows you to look up CC transactions as well as reverse them

Step-by-Step

  1. Open the Transaction History screen

    1. A/R>Credit Cards>Transaction History

  2. Select your Customer

    1. Enter Customer # or Hit F9 to lookup

    2. Hit Enter to load Transactions

  3. Reverse the Transaction

    1. Hit the “Rev” button next to the transactions

    2. Hit Yes to the prompt

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Field Breakdown

  • Customer - Enter the Customer number and hit Enter to load the Transactions

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