Credit Card Transactions, Refunds, Void, Virtual Terminal

If you are not using BirdEase Payments, to issue refunds and view transaction history you must log into your payment provider.

With BirdEase Payments, you can manage all transactions in the event manager dashboard. To view the transactions navigate to Transactions under Management in the navigation menu.

There are 4 main functions of the transactions page.

A virtual terminal allows you to process credit cards over the phone for items unrelated to a registrant or auction winner. This could be day of event raffle tickets, mulligans, etc. Every transaction run through the virtual terminal will email a receipt to the supplied email address.

To open the virtual terminal, click "Open Virtual Terminal" above the transactions table

The transaction report will download to a CSV file. This will contain all the transactions that are present on the current page wit the applied date range filter.

To download the transaction report, click "Download Report" above the transaction table.

To issue a refund click the three dot menu in the last column of the transaction table for the transaction that needs to be refunded and click the Details option.

In the modal that opens up, click the "Void Payment" or "Refund Payment" button at the bottom of the modal. That will open up an input to enter a reason for the void/refund as well as a submit or cancel button.

When issuing a refund you will also have an input to enter the amount if you would want to do a partial refund.

A void is when the credit card company has not sent the money to your merchant account. Payments can be voided only on the same day the transaction happened.

A refund is after the credit card company has sent funds to the merchant account. If there are not enough funds in the merchant account, BirdEase Payments will attempt to pull the refund from the connected bank account.

The table will list all transactions within the date range selected. To change the date range selected, change the drop down in the right hand corner right above the table itself.