Credit Card Convenience Fees can be set up to be automatically applied when Payment Innovators is set up as the payment processor and the payment is performed via the Pay Now link.
However, if the convenience fee was applied by mistake, or needs to be refunded as a sales promotion. It is easy to process the Return/Refund.
First, navigate to the appropriate Invoice. Select the Receipt to be adjusted.
From the Receipts module, select Actions>Create Adjustment.
Next, Select the date of the adjustment.
In the new adjustment Receipt, isolate the convenience fee line item by removing all other lines.
Edit the Amount field to match the fee adjustment amount. Check that the transaction is not "Out of Balance".
Once the fee is isolated to be adjusted, Save the record.
Post the Receipt.
Posting the Receipt will add the adjment Receipt to the Invoice.
Now the original Receipt and the Adjustment total to the appropriate amount.
You may log into the Payment Innovators Merchant Portal to confirm the transactions occurred as expected.
