Refunding using the latest version of Hauler Hero
Locate the credit card or ACH payment on the customers account and select the 3 dots next to the payment amount. In the options select REFUND PAYMENT.
If you select REFUND PAYMENT and the below error occurs, this indicates you are not on the latest version of Hauler Hero. If you would like more information on how to get the latest version please email payments@haulerhero.com.
Refunding using the legacy version of Hauler Hero
In legacy Hauler hero, all refunds for Credit Cards and ACH must be issued through Card Pointe.
Access your Card Pointe account (this can also be done via copilot)
Start by going to REPORTING / TRANSACTIONS
Select the transaction number (this will open the specific transaction in another screen)
In the new screen, double check that you have opened the correct transaction to refund and select the refund option.
*** REFUNDS CAN TAKE ANYWHERE FROM 2 to 7 BUSINESS DAYS TO REFLECT ON THE CUSTOMERS ACCOUNT. HAULER HERO HAS NO OPTION TO EXPEDITE THIS PROCESS ***
Once the credit card or ACH payment has been refunded in CardPointe, you can mark the transaction as reversed in Hauler Hero.
From the customer's account, select the billing tab.
Locate the payment and select the 3 dots next to the payment amount. In the options select MARK AS REVERSED. This will log the payment as reversed and mark the invoice as unpaid.
Our system can only mark a payment as reversed and we do not currently have the option to mark a payment as partially reversed. For any payments you have partially refunded in CardPointe, that information does not pull back into the Hauler Hero system and would need to be accounted for manually.