Navigation:  Financials > Transaction > Transaction Functions > Modify CC Charge

The Purpose of this Function is to allow the user to override the existing credit card fee applied to a given receipt [where an automatic c/card adjustment already exists for the receipt].

 

When the is selected from the side menu under the Transaction tab whilst in the Transaction Details Screen of a credit card receipt, a menu will pop up for you to fill out:

 

 

 

•Base Amount: Transaction receipt amount.

•CC Rate: Current credit card adjustment rate.

•CC Fee: Current credit card adjustment fee applied.

•Comment: Text to appear on the credit card adjustment record.

 

The user will then be able to override the existing CC fee of the selected receipt by entering:

a]        The new amount to be applied to the CC Fee field

 or

b]        The new rate to be applied to the CC Rate field

 

The system will automatically update the Base Amount [transaction amount] and CC Rate/cc Fee fields based on this amount.

An adjustment description may be entered which will appear on the credit card adjustment record.

 

After the user has confirmed the changes they must proceed by clicking the Save button - this will save the changes to the selected receipt record to use the new CC fee entered by the user.

 

A menu will confirm the Modify CC Charge operation has been completed successfully and the user will be returned to the Transaction Detail screen.

 

Clicking the Cancel button will exit you from the menu and return the user to the Transaction Detail Screen.