At this time, 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.
